Michael Cohn is a registered investment advisor at Atlantis Asset Management, LLC, based in New York, NY, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6 clients with $18M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
6 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$18.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
New York, NY
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Regulatory History (1)
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Employment Separation After Allegations
April 2003Employment History
Current Registrations
Atlantis Asset Management, LLC
April 2018 - Present · 8 yrs
State Registrations1 state
NY
Advisor
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Exams
No exam information available for this advisor.