Atlas Capital Management Corp. is a registered investment advisor founded in 1993 and based in Fort Wayne, Indiana. The firm primarily provides discretionary and non-discretionary investment management services to individuals, families, trusts, estates, and retirement plans. Atlas Capital offers a wide variety of active, proprietary investment strategies—including equity, fixed income, tactical long/short, alternative, and biblically responsible investing options—that frequently use technical analysis, momentum indicators, and sometimes leveraged or inverse exchange-traded funds and mutual funds. The firm operates on a fee-only basis, charging clients a percentage of assets under management based on a tiered fee schedule.
Fee Structure
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 firm's president. Accounts in the same household may be aggregated.