ATA Management Strategies offers investment management and financial planning services. They advise on various securities and use fundamental and technical analysis. Services include investment supervision, financial consultations, and financial, retirement, and estate planning. Fees are charged based on hourly rates or fixed fees, depending on the service.
Assets Under Management$130M
Clients405
Advisors2
Avg. per Client$310K
Avg. per Advisor$63M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | Included |
Fees are negotiable for accounts below $250,000 and above $5,000,000. Minimum annual fee of $300 for asset management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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