Atlas Meridian Capital (AMCL) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. AMCL also offers financial planning services covering investment planning, insurance, tax, retirement, and college planning, as well as debt/credit planning. AMCL primarily recommends equities, but may also use mutual funds, fixed income securities, real estate funds, ETFs, treasury inflation protected bonds, non-U.S. securities, venture capital funds and private placements.
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 are negotiable and will be memorialized in the client's advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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