ATON Financial provides investment advisory and financial planning services. ATON manages portfolios based on client objectives, using a tactical allocation strategy to reduce risk and increase performance. ATON may recommend other money managers. Financial planning services may include portfolio customization, investment strategies, and estate planning services.
Assets Under Management$470M
Clients260
Advisors7
Avg. per Client$1.8M
Avg. per Advisor$67M
Fee Structure
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiated at the Advisor’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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