Atlas Legacy Advisors offers investment management and financial advisory services to individuals, high net worth individuals, trusts, businesses, and corporations. Services include investment and wealth management, selection of independent managers, and financial planning and consulting. Atlas Legacy works with clients to determine their investment objectives and risk profile and develops a customized investment plan based on their individual needs and goals.
Fee Structure
Atlas Legacy Advisors offers investment and wealth management services for a maximum annual fee of 1.5% based on the amount of assets they manage. Advisory fees are negotiated based on the complexity of the engagement and the total household assets under management prior to the start of the engagement. The advisory fee will be a flat percentage across all accounts of a client (based on the aggregate value of all household accounts), but in some cases they may agree to a reduced advisory fee percentage for one or more particular accounts.