Atomic Invest uses computer algorithms to manage client investments based on their risk tolerance and financial objectives. Clients complete a questionnaire to determine a suitable investment strategy. Atomic manages portfolios of equities, bonds, and exchange traded funds, and may rebalance them periodically. Clients can impose certain restrictions on their investments, such as environmental, social, and governance related restrictions, or individual security restrictions. Atomic also offers self-directed trading services where clients make their own investment decisions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment advisory or custody fee (Wrap Fee) is up to 1.00% per annum based on the aggregate net asset value in the client’s account. Advisory and custody fees are not the same for all clients and may vary depending on factors like account size, services provided, and the business partner or program through which a client enrolls.