ATX Financial Planning offers investment management services where they manage client portfolios based on their goals, risk tolerance, and time horizon. They also offer ERISA plan services to qualified retirement plans as either a 3(21) or 3(38) advisor. ATX Financial Planning uses a third-party platform to manage held-away assets.
Assets Under Management$140M
Clients155
Advisors2
Avg. per Client$900K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. For qualified clients investing in ATX Financial Planning’s proprietary strategies, ATX Financial Planning charges 2% annually, plus 20% of the annual portfolio performance above an 8% annualized hurdle rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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