Reckard CPA Advisors evaluates clients' financial situations to determine if they are a good fit for Atlas Capital Management's investment advisory services. If deemed beneficial, Reckard CPA Advisors refers the client to Atlas Capital Management. Reckard CPA Advisors receives referral fees from Atlas Capital Management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
These fees are paid to Atlas Capital Management. Reckard CPA Advisors receives 50% of the fees from Atlas Capital Management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...