Fata Financial is a registered investment advisory firm that manages investment portfolios and offers financial planning services. Patricia Fata, the owner and principal advisor, tailors investment portfolios to suit each client's needs based on factors like risk tolerance, age, and retirement goals. Financial planning services are generally provided with investment management but can be offered separately, specializing in retirement planning.
Assets Under Management$43M
Clients43
Advisors1
Avg. per Client$1M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Fata Financial charges an annual fee based on the value of your portfolio, ranging from 0.5% to 2.5%. The fee is paid quarterly in advance. If you cancel the service, any prepaid fee will be refunded on a prorated basis. The fees may be adjusted based on the size and complexity of your account.
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