Attentive Investments offers investment management based on individual client needs, creating and managing portfolios based on goals, risk tolerance, and time horizon. They also provide financial planning services, evaluating a client's current and future financial state to predict cash flows and asset values. Financial plans cover personal finances, taxes, investments, insurance, retirement, and estate planning. Implementation of the financial plan is at the client's discretion.
Assets Under Management$200M
Clients430
Advisors1
Avg. per Client$460K
Avg. per Advisor$200M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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