Atorie Advisors offers ongoing portfolio management services for a fee based on the value of your portfolio. They work with you to understand your investment goals, time frame, and risk tolerance. Atorie Advisors has the authority to make trades without your prior approval. They may also recommend third-party investment advisors to manage some of your assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10.0M - $25.0M | 1.75% |
| $25.0M - $50.0M | 1.50% |
| $50.0M - $100.0M | 1.25% |
| $100M+ | 1.00% |
Fees are negotiable and may differ from client to client. The total fees paid by the Client to Atorie Advisors will never exceed 3% of the assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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