Atlantic Advisors, Inc. is a registered investment advisor based in Milford, Delaware, providing long-term retirement asset management and portfolio construction for individuals, particularly public school employees, retirees, business owners, and healthcare professionals. Founded in 1995 and led by Ron Anthony, Atlantic Advisors focuses on choosing low-cost mutual funds and managing market risk through careful asset allocation and sector comparison. The firm operates on a fee-only compensation structure, avoiding commissions and third-party products to reduce conflicts of interest. Atlantic Advisors builds, implements, and manages portfolios with the authority to make trades without asking first, adjusting allocations and moving into money markets when necessary to manage market downturns. The firm emphasizes long-term patience, diversification, and minimizing unnecessary risks such as inflation, style risk, and market volatility.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts of $3 million or more.