Atlas Sustainable Wealth is an independent investment advisor that combines investment management with financial planning. They manage client investment portfolios, allocating assets among individual debt and equity securities, mutual funds, and exchange-traded funds. They also offer financial planning services, including education, retirement, estate, tax, and insurance planning, as well as cash flow analysis, budgeting, and charitable giving. Atlas Sustainable Wealth tailors its services to meet individual client needs.
Assets Under Management$2.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.4M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable. Maximum fee rate is 2.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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