Attivo Legacy Advisors (ALA) is a registered investment advisor offering portfolio management and financial planning services. ALA manages client assets on a non-discretionary basis, primarily using mutual funds, but may also include stocks and bonds at the client's direction. Financial planning services cover personal finances, taxes, investments, insurance, retirement, death & disability, and estate planning. ALA tailors its services to individual client needs and risk tolerance.
Assets Under Management$16M
Clients113
Advisors1
Avg. per Client$140K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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