American Trust Investment Advisors (ATIA) offers investment advice tailored to each client's situation. ATIA primarily invests in individual stocks and bonds, but may also use mutual funds or exchange traded funds. ATIA typically has the authority to make investment decisions for clients, but will accommodate individual instructions. ATIA's investment approach involves fundamental analysis and a long-term investment horizon.
Assets Under Management$500M
Clients157
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
A 10% discount on the advisory fee is offered to all non-profit organizations. Minimum account size is $500,000, but this may be waived at management's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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