Atwater Wealth Management is an independent investment advisory firm providing fee-only services to individuals and high-net-worth individuals. Atwater creates investment strategies tailored to each client's needs, including cash flow planning, retirement needs analysis, tax-efficient distribution strategies, gift and estate planning, insurance planning, annuity reviews, and education planning. Atwater may provide consulting services on an hourly or fixed fee basis.
Assets Under Management$220M
Clients100
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Fees may be negotiable based on previous relationships, aggregate level of assets, anticipated future earnings capacity, anticipated future additional assets, account composition, and negotiations with the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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