ATIP, Inc. offers investment planning and management services to individuals, trusts, estates, charitable organizations, and small businesses. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. ATIP, Inc. is a fee-only firm and does not accept commissions.
Assets Under Management$1.2M
Clients5
Advisors1
Avg. per Client$240K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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