Atai Capital Management provides ongoing investment management services, managing client custodial accounts. Recommendations are tailored to each client's financial situation, including income, net worth, and risk tolerance. Atai Capital does not participate in wrap fee programs. Clients cannot impose restrictions on investments.
Assets Under Management$580K
Clients10
Advisors1
Avg. per Client$58K
Avg. per Advisor$580K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Atai Capital may enter into arrangements where performance-based fees are assessed for advisory services. The asset-based portion of the fee is 1.5% of the assets under management, payable monthly in arrears. Performance allocation is up to 15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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