Atlantic Union Municipal Advisors, INC

Fee-Only (% of Portfolio)

Atlantic Union Municipal Advisors, Inc. serves as the investment adviser for the Virginia MINT, which is a local government investment pool designed for eligible governmental and public entity investors. The firm manages the pool's portfolio by investing primarily in high-quality fixed income securities and cash equivalents, focusing on capital preservation, liquidity, and competitive yield. Atlantic Union Municipal Advisors provides discretionary investment management services to the pooled vehicle but does not offer individualized portfolio management or financial planning services to individual participants. The firm operates as a wholly owned subsidiary of Atlantic Union Bank.

Assets Under Management$130M
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$34M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.10%

Fee is an annual rate of 0.10% based on average daily net assets of the pool, paid monthly in arrears.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm