Atlantes Financial Advisors Corp. offers personalized investment advice and financial planning services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. Services include portfolio management (both discretionary and non-discretionary) and financial planning (consultative or single-subject). Financial planning covers areas like retirement, taxes, insurance, and estate planning.
Assets Under Management$54M
Clients47
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Minimum annual fee of $500. Fees are negotiable. In some circumstances, Atlantes Financial Advisors Corp. may agree to an annual flat fee for portfolio management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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