ATLAS Lifestyle Planning Group provides investment management through a custodial broker-dealer or a third-party platform for held-away assets. They also offer ERISA plan services and financial planning, including debt/credit, college, life insurance, investment, retirement, and tax planning. ATLAS may recommend third-party managers, receiving referral fees in return. Clients can impose restrictions on investments.
Assets Under Management$73M
Clients180
Advisors2
Avg. per Client$400K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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