Atlas Capital Management CORP
Assets Under Management
$562.6M
Number of Clients
3,261
Number of Advisors
5
Avg. Portfolio per Client
$173K
Avg. Managed per Advisor
$112.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
11130 Coldwater Road, Suite 104, Ft Wayne, IN, 46845-1270