ATS Capital Advisors offers investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and corporations. For individuals, ATS helps with goal setting, budgeting, tax planning, investment reviews, and risk management. They provide custom allocation advice for 401k and 403b plans. For retirement plans, they assist plan sponsors with fiduciary responsibilities and employee retirement savings.
Assets Under Management$24M
Clients79
Advisors1
Avg. per Client$310K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees may be negotiable based on additional factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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