Atwater Malick offers portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning services covering areas like retirement, taxes, and college planning. Financial planning is offered free of charge for clients with managed investment accounts unless otherwise negotiated. Atwater Malick does not limit its investment advice to specific types of investments.
Assets Under Management$690M
Clients297
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$340M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable and negotiation factors may include size of relationship, association with other relationships, complexity of management, number of accounts, financial planning needs, level of service, family member or substantial previous relationship, AM employee, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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