Atlantic Wealth Advisors provides ongoing investment management services based on your financial situation, investment goals, and risk tolerance. They monitor your accounts and provide advice on buying, selling, or holding investments. They primarily advise on mutual funds, ETFs, stocks, bonds, and options. They require clients to sign a written agreement before providing services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary based on the relationship with the advisor, the amount of assets managed, and the level of service provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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