Atomic Planning provides investment management services, determining investment goals, risk tolerance, and time horizons to create tailored strategies. Financial planning is included at no extra cost, covering topics like retirement, taxes, and estate planning. Atomic Planning also manages held-away assets like 401(k)s through a third-party platform, rebalancing as needed to improve performance and manage fees.
Assets Under Management$7.4M
Clients18
Advisors1
Avg. per Client$410K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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