Atlantic Financial Asset Management Corp offers portfolio management services based on individual client goals and risk tolerance. They provide a global economic view to inform asset allocation and investment decisions. They also offer asset allocation planning services where clients enter their holdings data on the firm’s website and receive an asset allocation plan and thirty minutes of consultation services.
Assets Under Management$610K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$310K
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 | 2.50% |
| $500K - $1.5M | 2.00% |
| $1.5M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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