Atlas Brown offers investment management and family office services to individuals, families, high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Atlas Brown allocates client assets among various securities and funds, and may recommend private placements to accredited investors. They also provide family office services such as financial planning, estate planning coordination, bill paying, and cash management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The typical annualized fee is between 0.75% and 1.00% (may include breakpoints) depending upon the market value of the assets under management, the type of investment management services to be rendered, and the Family Office Services required by each client. The management fee is subject to negotiation and Atlas Brown may charge a lesser investment management fee in certain circumstances (e.g., discounted fees for employees).