Atlas Peak Advisors aims to grow client assets through a low-risk, conservative investment approach. They construct diverse portfolios, minimizing risk and investing in companies with long-term growth potential. They also offer financial planning services covering investment, retirement, estate, tax, education, and insurance planning. Atlas Peak tailors its services to each client's individual needs and goals.
Assets Under Management$87M
Clients95
Advisors1
Avg. per Client$910K
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K+ | 0.80% |
The Firm reserves the discretion to negotiate alternative investment management fees on a client by client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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