ATIA Wealth Management Group provides ongoing portfolio management based on individual client goals and risk tolerance. ATIA creates an Investment Policy Statement for each client to help select a suitable portfolio. ATIA also offers asset allocation consulting services for an hourly fee, recommending stocks or mutual funds within a client's company plan.
Assets Under Management$30M
Clients175
Advisors1
Avg. per Client$170K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...