Alexander Coats is a CFP-designated registered investment advisor at Atlas Wealth Management, LLC, based in Cave Creek, AZ, with 10 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 111 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Wealth Management charges a negotiable annual fee for managing your money, ranging from 0.5% to 2% depending on the size and complexity of your account. The fee is paid quarterly, based on the value of your investments at the end of the previous quarter. The fee is deducted from your account. If you want to invest in alternative investments, Atlas Wealth Management will help you select other money managers and monitor them for you. The other money managers pay Atlas Wealth Management a portion of the fees generated by you. You do not directly pay Atlas Wealth Management for this service.
Location
Cave Creek, AZ
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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.
Learn about disclosures →Employment History
Current Registrations
Atlas Wealth Management, LLC
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Wt Wealth Management, LLC
Edelman Financial Engines
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
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.