Attessa Capital provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Attessa Capital also offers financial planning services free of charge, covering areas like investment planning, insurance, tax concerns, retirement, education, and debt/credit planning. They send out a weekly email with general thoughts, not investment recommendations.
Assets Under Management$340M
Clients246
Advisors8
Avg. per Client$1.4M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable or reduced in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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