Atlantis Wealth Advisors offers asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. Operating through numerous regional offices and specialized advisor teams, the firm helps clients assess financial goals, manage household finances, and develop personalized investment and financial plans. Asset management is provided on either a discretionary or non-discretionary basis, often utilizing proprietary strategies from affiliated firms such as Camelot Portfolios, alongside independent third-party managers and institutional platforms. The firm also assists with specific matters like retirement, tax, and estate planning, and offers specialized guidance including Medicare and heritage planning through its various advisor teams.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per year and are negotiable based on account size and complexity.