Attainment Asset Management provides investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning services, which include evaluating your current and future financial situation, estimating future cash flows, and developing strategies for retirement, taxes, and estate planning. Financial planning is a separate service from investment management.
Assets Under Management$14M
Clients30
Advisors1
Avg. per Client$470K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The annual fee is negotiable. No fees are charged on cash assets that exceed 15% of an individual account or on assets held in Money Market Funds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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