Kristian Mtetwa is a registered investment advisor at Atlas, based in Smyrna, TN, with 6 years of industry experience. Kristian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 48 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and typically range between 0.50% and 1.50% per year depending on account size and complexity.
Fee Estimator
Location
Smyrna, TN
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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 →Other Business ActivitiesSells Insurance
Kristian is involved in insurance sales, dedicating about 10% of his time to this non-investment related activity. He is also a co-founder/partner in Synergy Private LLC, a business consulting firm, and a principal in VOT Group LLC, focusing on public speaking and consulting.
Employment History
Current Registrations
Atlas
Previous Registrations
49 Financial
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations2 states
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.
Exams
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