ATX Portfolio Advisors offers asset management services, managing client accounts with ongoing supervision. They also provide financial planning and consulting services, helping clients understand their financial situation and set objectives. This includes reviewing financial goals, tax planning, asset allocation, risk management, and retirement planning. ATX creates a written plan with recommendations, but implementation is at the client's discretion.
Assets Under Management$94M
Clients73
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
ATX Portfolio Advisors charges a fee based on the total value of your investments. This fee is negotiable and determined in writing. The fee is paid quarterly, based on the value of your account on the last business day of the previous quarter. There is a minimum fee of $1,000.
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