Ficadenti Tandon Asset Management (FTAM) offers investment management and consulting services. FTAM creates investment plans and manages portfolios based on each client's financial situation, goals, and risk tolerance. Clients can place restrictions on certain investments. FTAM also establishes and maintains retirement plans for businesses, including plan design and investment selection.
Assets Under Management$20M
Clients37
Advisors2
Avg. per Client$540K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees negotiable for portfolios over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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