Atlanta Capital Management Company offers investment advice to both institutions and individuals. Atlanta Capital provides investment advisory services through separately managed accounts and bundled wrap fee programs. Atlanta Capital also serves as investment sub-advisor to mutual funds. Atlanta Capital is a wholly owned subsidiary of Morgan Stanley.
Assets Under Management$36B
Clients3,871
Advisors3
Avg. per Client$9.4M
Avg. per Advisor$12B
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Atlanta Capital generally charges a fee based on a percentage of the assets they manage. The fee is calculated according to a schedule agreed upon in writing. All advisory fee schedules are negotiable and vary by investment strategy, product type, account size, customization requirements, and required service levels.
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