Atlas Financial Advisors provides investment advice tailored to clients' needs, including discretionary portfolio management and financial planning. Atlas may recommend third-party money managers. Atlas primarily advises on fixed income securities but may also offer advice on equity securities, ETFs, and other investments. Clients are under no obligation to act on financial planning recommendations or implement them through Atlas.
Fee Structure
Atlas Financial Advisors charges a percentage of your portfolio each year. The exact fee is negotiable and will be stated in your client agreement. The fee is billed monthly or quarterly, in advance or in arrears, depending on the arrangement you negotiate. You can end the agreement with written notice and will only be charged for the days Atlas managed your investments.