Atlantic Capital Strategies offers asset management services, integrating a client's investment portfolio into their overall strategic plan. They provide advice on equities, fixed income, and options on a non-discretionary basis, as well as guidance on borrowing plans, deposit strategies, capital management, and asset allocation. Client objectives are established in consultation with the client and updated regularly.
Assets Under Management$2.6B
Clients15
AdvisorsN/A
Avg. per Client$170M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Atlantic Capital Strategies' fees are negotiated annually based on the total assets reported in the client's quarter-end statement. Fees are billed monthly. The brochure provides a table of fees based on bank asset size.
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