Trasatti Wealth Planning provides financial planning and investment management services. Financial planning covers areas like asset allocation, retirement, and tax planning. Investment management is offered on a discretionary or non-discretionary basis, tailored to the client's risk tolerance and financial goals. Trasatti Wealth Planning does not provide tax or legal advice.
Assets Under Management$69M
Clients65
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$69M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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