Marc Kane
Marc Kane is a registered investment advisor at Atlas Private Wealth Advisors, based in New Brunswick, NJ, with 8 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,482 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.
Location
330 Milltown Road, New Brunswick, NJ, 08816
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Regulatory History (1)
Regulatory
August 2003Other Business Activities
Marc is a CPA and owner of an accounting firm since 1999. This takes nearly full-time, with most of the time spent during trading hours.
Employment History
Current Registrations
Atlas Private Wealth Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.