Atalanta Sosnoff Management (ASM) offers investment management services to individuals, trusts, and organizations. ASM makes investment decisions through Atalanta Sosnoff Capital's (ASC) Investment Committee and Fixed Income Committee. ASM also acts as a sub-advisor to other registered investment advisors and manages portfolios within wrap fee programs. ASM does not provide the same level of client relationship services to wrap program clients as it does to other clients.
Assets Under Management$3.5B
Clients592
AdvisorsN/A
Avg. per Client$5.9M
Avg. per AdvisorN/A
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% |
Standard fees on separately managed balanced accounts are 1.00% on equities and 0.50% on fixed income. 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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Location
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