ATFS Advisers (operating as Atlas) manages custom investment portfolios and provides financial planning services for individuals, high-net-worth families, trusts, and estates. The firm builds diversified portfolios using stocks, bonds, exchange-traded funds, options, and private investments, aligning strategies with each client's risk tolerance and financial goals. In addition to investment management, the firm offers comprehensive financial planning covering retirement, taxes, cash flow, insurance, and estate planning. ATFS Advisers operates as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$150M
Clients48
Advisors8
Avg. per Client$3.2M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and typically range between 0.50% and 1.50% per year depending on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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