Atticus Capital Advisors LLC

Fee-Only (% of Portfolio)

Atticus Capital Advisors provides investment management and portfolio management services. At the beginning of the client relationship, Atticus works with the client to develop a financial outline based on the client's financial circumstances and goals, risk tolerance, and investment objectives. Atticus manages client portfolios on a discretionary or non-discretionary basis.

Assets Under Management$100M
Clients133
Advisors1
Avg. per Client$780K
Avg. per Advisor$100M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiated at a lower rate.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Atticus Capital Advisors LLC | TrueAdvisor