All Terrain Financial Advisors (ATFA) provides investment advice and financial planning to individuals, pension plans, trusts, estates, and businesses. ATFA offers discretionary and non-discretionary asset management, investment consultation, and financial planning. Services are tailored to individual client needs. ATFA also provides sub-advisory services to other investment advisors.
Assets Under Management$320M
Clients184
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
ATFA offers investment management services where fees are based on a percentage of the assets they manage for you. The maximum annual fee is 1.50%, but the actual fee is negotiable and depends on factors like the complexity of your investment strategy and the amount of assets managed.
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