Atlas Wealth Partners helps clients navigate finances and investments to achieve their life goals. They educate clients through a specific investment process. AWP offers both financial planning and asset management, tailoring engagements to individual needs. They manage assets on a discretionary basis, re-evaluating investments to align with client objectives. AWP may recommend other professionals like attorneys or accountants, but clients are not obligated to use them. AWP does not receive referral fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Factors affecting fee percentages include the size of the account, complexity of asset structures, and the extent of the anticipated financial planning work to be included with the engagement.