ATK Financial Prosperity offers ongoing financial planning and investment management, incorporating a financial planning perspective with a holistic view of each client’s needs. They also offer project-based financial planning for short-term engagements. ATK develops a client's personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation targets.
Assets Under Management$590K
Clients8
Advisors1
Avg. per Client$74K
Avg. per Advisor$590K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | Included |
Investment Management Services fee may be covered by the Ongoing Comprehensive Financial Planning fee. Clients are subject to a minimum annual fee of $3,000 paid monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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