Atlas Wealth Management offers investment advisory and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy. They may use various securities and recommend redistributing investments to diversify portfolios. For some clients, they may use a third-party platform to manage held-away assets like 401(k) plans. Financial planning services may include portfolio customization, investment strategies, retirement planning, tax optimization, and estate planning.
Assets Under Management$3.3M
Clients7
Advisors1
Avg. per Client$480K
Avg. per Advisor$3.3M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...