Atlas Financial LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer pension consulting services to employee benefit plans and financial planning covering investments, insurance, taxes, retirement, college, and debt. Atlas generally limits its investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and commodities.
Assets Under Management$43M
Clients410
Advisors1
Avg. per Client$110K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees are negotiable based on client type, complexity, and other services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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