Atlantic Family Wealth offers portfolio management services based on individual client goals and risk tolerance. They may use third-party money managers. They also offer ad-hoc financial consulting on topics like retirement and education planning, including advice on assets held outside of their direct management. They provide advice on mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and more.
Fee Structure
Atlantic Family Wealth manages investment portfolios for a fee based on the value of your portfolio. The maximum fee is 1.25% per year, but the exact fee is negotiable. They also offer access to LPL Financial's advisory programs, which have a maximum combined fee of 1.85%. Fees are deducted from your account quarterly.