ATI Wealth Partners offers investment management and financial planning services. Investment management involves creating a portfolio based on your goals, risk tolerance, and time horizon. Financial planning covers budgeting, investments, insurance, taxes, education, estate, and retirement. Planning can be comprehensive or limited in scope. For clients with over $200,000 managed by ATI Wealth Partners, comprehensive financial planning is included.
Assets Under Management$21M
Clients66
Advisors1
Avg. per Client$320K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Investment management fees for assets under management over $1,000,000 are negotiable. For investment management clients with over $200,000 in assets with ATI Wealth Partners, comprehensive financial planning services will be included as part of the investment management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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