Atticus Wealth Management (AWM) offers investment management based on your goals and risk tolerance. AWM also provides pension consulting services for employee benefit plans. AWM offers financial planning services, including cash flow, tax, retirement, portfolio, insurance, education savings, and estate analysis. Some advisors are licensed insurance agents and may earn commissions, creating a potential conflict of interest.
Assets Under Management$450M
Clients321
Advisors7
Avg. per Client$1.4M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees and the $500,000 account minimum may be reduced or discounted at Atticus Wealth Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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