Assets Under Management
$562.6M
Number of Clients
3,261
Number of Advisors
5
Average Client AUM
$173K
AUM per Advisor
$112.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Atlas Capital Management Corp. provides investment management services to individuals, families, trusts, estates, and family businesses. They allocate assets among proprietary asset management programs on a discretionary basis. They also offer non-discretionary consulting services. Atlas Capital does not verify client-provided information and advises clients to promptly notify them of any changes.
| Assets Under Management | 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.
11130 Coldwater Road, Suite 104, Ft Wayne, IN, 46845-1270