Atlantic Financial Management offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. As a fiduciary, Atlantic Financial is legally required to act in your best interest. Investment portfolios are constructed using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs.
Assets Under Management$11K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$11K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...