Atlas Private Wealth Advisors offers investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and small businesses. Services include retirement planning, college planning, estate planning, and tax strategies. Investment advice covers mutual funds, ETFs, annuities, REITs, equities, and fixed income securities. Atlas PWA also offers financial planning services tailored to individual needs, which may be included in asset management or offered separately for a fee.
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.