Atlantic Retirement & Wealth Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and retirement plans. Atlantic creates customized investment strategies based on client goals, risk tolerance, and financial situations. They may use ETFs, mutual funds, stocks, bonds, and other investments. Atlantic also offers financial planning services covering areas like retirement, education, and business assessments. They may refer clients to other specialists like accountants or attorneys.
Assets Under Management$45M
Clients60
Advisors1
Avg. per Client$750K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable. The Advisor may also offer a fixed annual rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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