Athos Capital Advisors offers investment advice to individuals, families, trusts, and institutions. Athos manages investments directly, using mutual funds and exchange-traded funds (ETFs). They create portfolios tailored to each client's needs, goals, and risk tolerance. Athos also provides consulting services, advising clients on investments and monitoring investment managers. Athos does not participate in fee wrap programs.
Assets Under Management$21M
Clients42
Advisors1
Avg. per Client$500K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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