Atalanta Sosnoff Capital (ASC) offers investment advisory services, managing equity, balanced, and fixed income portfolios for various clients, including individuals, trusts, and tax-exempt organizations. ASC makes investment decisions through its Investment Committee and Fixed Income Committee, based on client financial goals. A wholly-owned subsidiary, Atalanta Sosnoff Management (ASM), uses ASC as a sub-advisor at no fee. ASC may recommend third-party investment advisors to certain client accounts.
Assets Under Management$4.5B
Clients195
Advisors5
Avg. per Client$23M
Avg. per Advisor$900M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees may vary depending on the size of the account and/or relationship, type of product and type of account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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