ATI Wealth Partners manages investment portfolios and offers personalized financial planning services. ATI Wealth Partners builds diversified portfolios primarily using low-cost exchange-traded funds and structured notes, tailoring strategies to each client's goals, time horizon, and risk tolerance. Financial planning covers budgeting, cash flow, debt management, insurance, taxes, education funding, estate planning, and retirement planning. Comprehensive financial planning is available as a standalone service or included at no extra cost for investment management clients who maintain more than $200,000 in assets. ATI Wealth Partners operates as a registered investment advisor owned by Russell Robertson and serves individuals, small businesses, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for portfolios over $1,000,000. Comprehensive financial planning is included at no extra cost for accounts over $200,000.