Attucks Asset Management, LLC

Fee-Only (% of Portfolio)

Attucks Asset Management creates portfolios of emerging investment managers, including minority- and women-owned firms, for institutional clients like endowments and pension plans. Attucks selects and monitors these managers, allocates client assets among them, and reports on their performance. The sub-advisors then manage the assets based on client and Attucks' guidelines.

Assets Under Management$3.4B
Clients14
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

Attucks Asset Management's fees for managing investments are determined on a case-by-case basis and outlined in the investment management agreement. The fees range from 0.20% to 0.75% of the market value of the assets managed. These fees include the fees paid to the sub-advisors Attucks hires.

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