ATIS, Inc. focuses on providing an alternative to traditional brokerage transaction fees through wrap fee programs. These programs offer both investment advisory and brokerage services for a single fee based on the value of your portfolio, not on individual trades. ATIS, Inc. invests client funds based on their risk tolerance and investment goals, considering asset allocation and diversification for tax efficiency and managing trading costs. They offer financial, retirement, and estate planning services to clients in their wrap fee programs.
Fee Structure
ATIS, Inc. offers investment management through wrap fee programs, where you pay a single fee that covers both investment advice and trading. The fee is a percentage of the value of your portfolio. The specific percentage you pay depends on the program you choose (RBC Advisor or RBC Unified Portfolio) and the size of your account. The fees also include the cost of the investments themselves, such as mutual fund expenses.