AtlasMark Financial offers personalized investment advisory services, including asset management. They provide continuous supervision over client accounts, making trades when necessary. Investment advice is tailored to individual needs, with clients able to impose restrictions on their accounts. AtlasMark Financial uses fundamental analysis when considering investment strategies.
Fee Structure
AtlasMark Financial offers fee-based asset management services, providing investment advice based on your individual needs.
Fees will not exceed 1.50% annually. If the account is allocated exclusively to mutual funds, the fee will not exceed 2.25% annually. Fees are negotiable based on factors such as the complexity of your financial situation and the services provided. Fees are billed monthly and deducted from your account with written authorization.