The Atlas Financial Group manages investment portfolios based on client objectives, using macroeconomic, fundamental, and technical analysis. They offer model portfolios and rebalance client accounts. They also provide business consulting, corporate and administration services, and retirement planning. The Atlas Financial Group does not take custody of client assets.
Assets Under Management$160M
Clients54
Advisors2
Avg. per Client$3M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
The Atlas Financial Group charges an annual fee based on the amount of your portfolio. The fee is calculated quarterly in advance. The fees are:
- $10,000,000 or higher: up to 0.50%
- $5,000,000 - $9,999,999: up to 0.80%
- $1,000,000 - $4,999,999: up to 1.70%
- Less than $1,000,000: 2.00%
These fees may be negotiable.
Loading...