RPATA, LLC manages investment portfolios and provides financial planning and pension consulting services for individuals, businesses, and retirement plans. RPATA builds personalized investment portfolios using mutual funds, exchange-traded funds, individual securities, and independent money managers. The firm tailors its services to each client's risk tolerance, time horizon, and goals. RPATA works closely with clients to evaluate their complete financial picture, including accounts held at outside institutions. RPATA is jointly owned by Revolution Partners and ATA Advisory, a public accounting firm, allowing for coordinated tax and financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Certain strategies like Income Strategy and accounts with transferred concentrated positions are discounted to 0.25% annually. Fees are negotiable.