Atalanta Sosnoff Management, LLC
Assets Under Management
$3.5B
Number of Clients
592
Number of Advisors
N/A
Average Client AUM
$5.9M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Atalanta Sosnoff Management, LLC (ASM) offers discretionary investment advisory services, managing equity, balanced, and fixed income portfolios. They serve individuals, trusts, tax-exempt funds, charitable organizations, and corporations. ASM also acts as a sub-advisor to independent RIAs and participates in wrap fee and UMA programs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
For separately managed accounts, the standard fees are 1.00% up to $20 million, 0.50% on the next $30 million, 0.30% on the next $50 million, and 0.25% over $100 million. For balanced accounts, the standard fees are 1.00% on equities and 0.50% on fixed income. Minimum account size is $100,000 for individual clients and $500,000 for institutional clients, but this may be waived. Clients also bear trading costs and custodial fees. ASM's fees in wrap and UMA programs range between 0.28% and 0.50% per annum, with minimum account sizes between $50,000 and $250,000.
Areas of Practice
Location
505 Fifth Avenue, 17th Floor, New York, NY, 10017