Athos Private Wealth provides investment advice, strategic planning, family office consulting, and private fund advisor services to high-net worth individuals, families, trusts, estates, charitable organizations, and businesses. Athos aims to tailor advice to each client and may refer clients to other specialists as needed. Athos also provides guidance to start-up founders during all stages of the start-up lifecycle.
Assets Under Management$180M
Clients126
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$1M
Athos Private Wealth charges a negotiable fee based on the value of your portfolio. The fees range from 0.40% to 1.00% per year, depending on the total account value and the specific agreement with each client. A minimum aggregate account value of $1 million is generally required, but this can be waived at Athos's discretion.
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