ATALA Financial offers investment management and financial planning services tailored to individual client needs. They manage investments on a discretionary or non-discretionary basis, recommending various securities. ATALA also provides financial planning and business consulting services, including comprehensive financial plans addressing areas like retirement, tax, and estate planning. Implementation of recommendations is at the client's discretion.
Fee Structure
ATALA Financial charges for investment management services in one of two ways:
- A percentage of the value of your portfolio. The exact percentage depends on the investment strategy, but will not exceed 2% annually.
- A flat quarterly or annual fee, depending on the complexity of your needs.
Fees are charged quarterly in advance, based on the market value of your account on the last business day of the quarter. The firm may negotiate different fee schedules based on account size, type, and service level. If you end the agreement mid-quarter, you'll receive a refund for any unearned fees. If you use third-party managers, the combined fee for ATALA and the third-party manager will never exceed 2%.