Atlas Investment Advisory (AIA) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. AIA also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. AIA generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$51M
Clients60
Advisors1
Avg. per Client$850K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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