Cody Terrion is a registered investment advisor at Atlas, based in Wynnewood, PA, with 7 years of industry experience. Cody 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, Investment Management, and 2 more. Their firm serves 33 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
ATFS Advisers charges a percentage of the value of your investments each year. These fees are negotiable and typically range from 0.50% to 1.5% annually, depending on the size and complexity of your account. Fees are paid monthly in advance, based on the previous month's ending account value. ATFS typically requires a minimum account size of $250,000, but this may be waived. ATFS also offers a borrowing strategy called Spreadwise Borrowing, which has an additional annual advisory fee of 0.60% calculated and billed monthly.
Location
325 Penn Road, Wynnewood, PA, 19096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Atlas
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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