Atlantic Wealth Partners offers customized wealth management, financial planning, and investment advisory services to individuals and families. They identify financial, legal, and tax exposures to set clear financial objectives, and collaborate with clients' tax and legal advisors to provide unbiased recommendations. Services include ongoing portfolio management and financial planning, with regular consultations focused on goal-driven strategy and execution. They may recommend third-party asset managers.
Assets Under Management$170M
Clients281
Advisors4
Avg. per Client$600K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $25.0M | 1.25% |
| $25.0M - $100.0M | 1.00% |
| $100M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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