Atalanta Sosnoff Capital, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Atalanta Sosnoff Capital provides investment management services for individuals, trusts, retirement plans, and other organizations. The firm focuses primarily on large companies and investment-grade bonds, tailoring portfolios to match each client's specific goals and restrictions. Investment decisions are handled by the firm's investment and fixed income committees, using fundamental research to select U.S.-traded securities. Atalanta Sosnoff Capital operates with the authority to make trades without asking clients first, ensuring portfolios remain aligned with agreed-upon strategies.

Assets Under Management$5B
Clients186
Advisors6
Avg. per Client$27M
Avg. per Advisor$830M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees generally range from 0.20% to 1.00% of the value of your portfolio and are individually negotiated with each client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6 Advisors at this firm