ATS Wealth Management provides financial planning and asset management services. Financial planning includes retirement planning, portfolio analysis, and insurance analysis. Asset management is offered on a discretionary basis, using model portfolios consisting of stocks, mutual funds, and ETFs. ATS Wealth Management also utilizes third-party asset managers. Representatives of ATS Wealth Management also act as registered representatives and investment adviser representatives of Avantax Investment Services.
Assets Under Management$380M
Clients471
Advisors3
Avg. per Client$810K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.30% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $2.0M | 1.15% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees negotiable based on various circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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