AtCap Partners, LLC is a registered investment advisor based in Rockville, Maryland, offering discretionary and non-discretionary portfolio management, wrap fee programs, and financial planning services. AtCap Partners utilizes affiliated broker-dealers and investment platforms such as Envestnet to manage client assets across individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm tailors its services by gathering information about client financial needs and risk tolerance to create personalized investment portfolios. AtCap Partners also provides financial planning covering tax, estate, retirement, college, and insurance planning. The firm maintains affiliations with other financial service companies, which creates potential conflicts of interest that the firm mitigates through disclosure and by allowing clients to choose independent service providers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees are negotiable. Maximum annual fee ranges from 1.75% to 2.75% depending on account value and whether transaction fees are paid by the client or the investment advisor representative.