Atlantic Private Wealth (APW) provides financial planning, consulting, and investment management services. APW manages client investment portfolios on a discretionary or non-discretionary basis, tailoring its services to individual client needs. APW primarily invests in fixed income securities, equity securities, mutual funds, and exchange traded funds. APW also offers financial planning and consulting services on a one-time project basis.
Assets Under Management$890M
Clients208
Advisors4
Avg. per Client$4.3M
Avg. per Advisor$220M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The management fee varies and is negotiable but does not exceed 1.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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