AJ Patti Advisors provides customized financial services including financial and retirement planning, risk management, and investment and portfolio management. Investment strategies are tailored to each client's specific needs, liquidity requirements, and risk tolerance. The firm primarily serves individuals and families, requiring a minimum of $500,000 of investable assets for discretionary portfolio management.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fees may vary from 0.50% to 1.5% annually depending on the size and complexity of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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