Atlas Capital Management provides investment management services to individuals, families, and businesses. They manage investments through proprietary programs and offer consulting services. Atlas Capital does not verify client-provided information and clients must notify Atlas of any changes to their financial situation. Atlas Capital may recommend other professionals, but clients are not obligated to use them.
Assets Under Management$560M
Clients3,261
Advisors5
Avg. per Client$170K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable at the sole discretion of the President of Atlas Capital.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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