Atlantic Private Wealth manages client investment portfolios and provides financial planning and consulting services. The firm primarily directs investments in fixed income securities, equity securities, mutual funds, exchange-traded funds, repurchase agreements, and bank deposit accounts. Services are tailored to individual client needs, risk tolerance, time horizons, and liquidity constraints. Client portfolios are managed on either a discretionary or non-discretionary basis. In addition to individual wealth management, the firm assists with corporate retirement plan assets. Financial planning and consulting services are offered on a one-time project basis or for ongoing needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and vary based on the size and composition of the portfolio, the services rendered, and the individual providing the services, up to a maximum of 1.25%.