Atlantic Advisors manages retirement assets for individuals and families, primarily using low-cost mutual funds. Atlantic constructs and manages portfolios, choosing investments and adjusting allocations to manage risk. Atlantic aims to help clients achieve their financial goals through long-term investing, emphasizing risk management.
Assets Under Management$6M
Clients35
Advisors1
Avg. per Client$170K
Avg. per Advisor$6M
Fee Structure
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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