Atlantis Investment Coaching provides personalized financial planning services, including tax, insurance, retirement, and estate planning. Atlantis does not manage client assets directly but refers clients to third-party investment advisors (TPAs) like Matson Money. Atlantis gathers information about your financial situation and objectives to recommend a suitable TPA. Atlantis monitors the TPA's performance to ensure it aligns with your goals.
Assets Under ManagementN/A
Clients107
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Consultations - Negotiable hourly fee up to $300 per hour, or a fixed fee of up to $500 per consultation.
- Financial analyses or plans - Flat fee ranging from $500 to $5,000.
One-Time Plan:$500 - $5,000
Hourly Rate:Up to $300/hr
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