Michael Knee is a registered investment advisor at Atlas Fiduciary Services, INC., based in Concord, NH, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 132 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Fiduciary Services charges a fee based on the value of your investments. This fee can be up to 1.00% annually. The exact fee depends on the complexity of your situation, the amount of assets being managed, and your overall relationship with AFS. Fees are paid monthly in advance. The fee does not include brokerage or custody fees.
Location
123 N. State Street, Unit 1, Concord, NH, 03301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is a brand ambassador and independent contractor for Energybits, selling their products as an affiliate since 2014. He dedicates minimal time to this activity.
Employment History
Current Registrations
Atlas Fiduciary Services, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Avantax Advisory Services
Change Path LLC
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.