Atlas Capital Investment LLC offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. ACIL primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$1M
Clients1
Advisors2
Avg. per Client$1M
Avg. per Advisor$500K
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, there is also a 20% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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