Fratti Investment Management offers investment advice on equity securities to individuals, high net worth individuals, and small businesses. Fratti creates investment plans tailored to each client's needs, considering their financial situation, risk tolerance, and financial goals. Clients can place restrictions on specific securities. Fratti does not currently manage wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $200.0M | 0.50% |
| $200.0M - $300.0M | 0.38% |
| $300M+ | 0.25% |
Fratti reserves the right to negotiate and charge different fees for certain accounts based on the client’s particular needs, overall relationship with Fratti and other factors unique to the client’s particular circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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