Atlas Financial Advisors offers portfolio management based on clients' goals and risk tolerance. They also provide financial planning services covering investments, insurance, taxes, retirement, college, and debt. Atlas generally advises on mutual funds, stocks, bonds, ETFs, REITs, and annuities. Clients can place restrictions on investments, but Atlas may terminate the relationship if those restrictions hinder their ability to properly service the account.
Assets Under Management$110M
Clients988
Advisors2
Avg. per Client$110K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$150K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
In addition to the 1.85% management fee, there is a $25 additional fee for the CRM platform.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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