Atlas Capital Advisors is an investment advisory firm offering investment advice to individuals and institutions. Atlas manages client assets under a discretionary arrangement, tailoring portfolio strategies to each client's needs. Atlas acts as a fiduciary, meaning they are legally required to act in your best interest. They invest in public equities, fixed income, commodities, currencies, futures, REITs, exchange traded funds, mutual funds and private alternative investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% of the market value for ‘risk’ assets (generally defined as equities, currencies, commodities, merger arbitrage or any non-fixed income asset class). 0.45 % of the market value for fixed income assets. Fees may be calculated at the end of each calendar month or remitted daily depending on where client assets custody at third party institutions. If different asset classes are managed in the same account (and these asset classes have different fee structures as outlined above), management fees will be calculated using the ratio of market values of these asset classes multiplied by the market value of the entire account (unless a single blended fee schedule is agreed to for the entire “mixed” account in the advisory agreement).