Advanced Tax & Investments (ATI) offers personalized financial planning and investment management services. Financial planning covers areas like family records, education, taxes, estate, investments, real estate, and insurance. ATI uses a six-step financial planning methodology and prepares plans in four phases: evaluate, integrate, formulate, and delegate. Investment services involve a proactive approach to managing investments, monitoring accounts, and developing investment parameters based on capital appreciation, preservation, and conversation.
Assets Under Management$27M
Clients81
Advisors2
Avg. per Client$340K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts greater than $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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