Contessa Capital Advisors manages individually tailored investment portfolios and provides comprehensive financial planning services. Contessa Capital Advisors develops personalized investment policies, asset allocation targets, and ongoing strategies based on your specific goals, risk tolerance, and tax considerations. In addition to investment management, Contessa Capital Advisors offers financial planning covering retirement planning, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. Led by founder and Chartered Financial Analyst Alina Fisch, Contessa Capital Advisors operates as a fee-only registered investment advisor with no minimum account size requirement.
Fee Structure
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 for accounts over $7,500,000 are negotiable. There is an annual minimum fee of $5,000.