Atlas Wealth Management manages client portfolios and provides financial planning. When managing portfolios, they consider your financial situation, including employment, cash reserves, retirement accounts, age, retirement date, income, and risk tolerance. They use general securities (stocks & bonds), mutual funds (including ETFs), government securities, and options. For alternative investments, they help you select and monitor other money managers, splitting the fee with them. Financial planning includes tax, insurance, retirement, and estate planning.
Fee Structure
Atlas Wealth Management charges a negotiable annual fee for managing your money, ranging from 0.5% to 2% depending on the size and complexity of your account. The fee is paid quarterly, based on the value of your investments at the end of the previous quarter. The fee is deducted from your account. If you want to invest in alternative investments, Atlas Wealth Management will help you select other money managers and monitor them for you. The other money managers pay Atlas Wealth Management a portion of the fees generated by you. You do not directly pay Atlas Wealth Management for this service.