Atlas Capital Management offers investment advice and financial planning to individuals, trusts, estates, qualified plans, and corporations. Atlas reviews client portfolios and makes recommendations based on their needs and goals. Investment recommendations require client approval. The firm may provide basic retirement planning, covering assets, education funding, charitable planning, and cash management. Atlas is expected to wind down its business within the next 60 days.
Assets Under Management$11M
Clients122
AdvisorsN/A
Avg. per Client$93K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
All fee arrangements may be negotiable at our sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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