Atmos Advisory manages client investment portfolios and provides financial planning and consulting services. They manage investments on a discretionary basis, allocating assets among exchange-traded funds and, to a lesser extent, mutual funds and independent investment managers. Atmos Advisory tailors its advisory services to the individual needs of clients, consulting with them to determine risk tolerance, time horizon, and other factors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.20% |
Atmos Advisory, in its sole discretion, is authorized to reduce its investment management fee based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.). Fees are generally waived for employee accounts.