Atrato Asset Management (AAM) offers investment advice to wealthy families, individuals, and high-net-worth individuals. AAM provides both discretionary and non-discretionary investment management services. In a non-discretionary role, AAM makes recommendations that require client approval. AAM also offers family office services, including planning for retirement, education, insurance, estate, business succession, tax, charitable giving, and private business management consulting.
Assets Under Management$87M
Clients11
Advisors1
Avg. per Client$7.9M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable, especially for amounts over $10 million. The minimum annual retainer fee is $2,500 per quarter billed quarterly in advance. The minimum fee will not exceed 2.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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