ATS Wealth Management offers personalized financial planning and discretionary investment management services primarily to individuals and high-net-worth clients. ATS Wealth Management builds diversified portfolios using mutual funds, exchange-traded funds, equities, bonds, and options, and occasionally utilizes third-party money managers. Clients can choose from five model portfolios ranging from aggressive growth to conservative, tailored to their risk tolerance and time horizon. Alongside investment management, ATS Wealth Management provides customized financial planning covering retirement, estate strategies, tax planning, gifting, and insurance analysis. Some advisors at ATS Wealth Management are also registered representatives of a broker-dealer and licensed insurance agents, creating potential conflicts of interest when recommending commissioned products, though clients are never obligated to purchase them.
Fee Structure
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 are billed monthly in arrears using the average daily balance. Fees may be negotiable for certain clients.