ATON Advisors provides personalized financial planning and investment management services. ATON Advisors works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include financial planning, investment management, tax planning, insurance review, education funding, and estate planning. ATON Advisors manages investments on a discretionary basis, meaning they can make trades without asking you first.
Assets Under Management$120M
Clients72
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Rate is negotiable. Different account service levels exist based on assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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