Contessa Capital Advisors manages investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning can be combined with investment management or offered as a standalone service. The firm works with clients to establish financial goals and values around money, and reviews their financial situation annually.
Assets Under Management$9.3M
Clients5
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees negotiable for accounts over $7,500,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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