Attuned Wealth LLC is a registered investment advisor founded in May 2026 and located in New York, New York. The firm is owned and operated by Alex Jastrzab. Attuned Wealth offers customized investment advisory solutions and ongoing financial planning services to individuals and high-net-worth individuals. Investment management is conducted on a discretionary basis using model portfolios built primarily with low-cost exchange-traded funds and mutual funds, alongside direct indexing and legacy position management when appropriate. The firm's financial planning services cover investment planning, retirement planning, cash flow and debt management, education savings, and risk management. Attuned Wealth operates as a fee-only advisory firm and does not sell securities for commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable at the sole discretion of Attuned Wealth.