BF
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Brenton Lee Fewox

17 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
3,261 clients
Average Client Portfolio
$173K average
Assets Under Management
$562.6M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.00%

Fees are negotiable at the sole discretion of the President of Atlas Capital.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11130 Coldwater Road, Suite 104, Ft Wayne, IN, 46845-1270

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2008
Other Business ActivitiesSells Insurance

Brenton is the CEO of Anthem Financial Services, Inc. where he sells insurance products (mostly life and annuity) and provides investment advisory services, dedicating full-time hours to the business. Brenton also serves as a Bishop for The Church of Jesus Christ of Latter Day Saints, spending about a quarter of his time counseling and providing welfare care.

Employment History
Current Registrations
Atlas Capital Management CORP
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Horter Investment Management, LLC
September 2014 - October 2019 · 5 yrs 1 mo
Monticello Investment Services, INC.
June 2009 - September 2014 · 5 yrs 3 mos
Beneficial Investment Services, INC.
October 2007 - February 2008 · 4 mos
Allegis Advisors, INC.
August 2007 - October 2007 · 2 mos
State Registrations2 states
NMTX
Advisor
Exams
No exam information available for this advisor.