Atvantis Wealth Management, LLC is a registered investment advisor and commodity trading advisor based in Charleston, South Carolina. The firm offers personalized investment management and investment consulting services to individuals, high-net-worth individuals, and other clients. Atvantis Wealth Management designs portfolios tailored to each client's specific objectives, risk tolerance, time horizon, and liquidity needs, investing across a broad range of asset classes including traditional securities, exchange-traded funds, mutual funds, alternative investments, commodities, futures, and foreign exchange. Portfolios are managed on either a discretionary basis, where Atvantis Wealth Management makes trades without prior consent, or a non-discretionary basis, requiring client approval. Additionally, the firm may offer performance-based fee arrangements for qualified clients and consulting services covering asset allocation and investment strategy. Atvantis Wealth Management operates with a disciplined, absolute return-oriented approach focused on diversification, risk management, and long-term value creation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are individually negotiated and will not exceed 2.0% per annum of assets under management. Performance-based fees between 10% and 25% of net new profits may apply for qualified clients.