Atlas Fiduciary Services (AFS) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. AFS creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), and individual stocks or bonds. AFS also provides financial planning services covering investment planning, retirement planning, education savings, and insurance needs. AFS may refer clients to other professionals like accountants and attorneys.
Fee Structure
Atlas Fiduciary Services charges a fee based on the value of your investments. This fee can be up to 1.00% annually. The exact fee depends on the complexity of your situation, the amount of assets being managed, and your overall relationship with AFS. Fees are paid monthly in advance. The fee does not include brokerage or custody fees.