Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.20% |
Fees are generally waived for employee accounts. Atmos Advisory, in its sole discretion, is authorized to reduce its investment management fee based upon certain criteria.
Fee Estimator
Atmos Advisory charges an annual investment management fee based on a percentage of the market value of assets under management. The fee is calculated quarterly in arrears, based on the market value of assets on the last day of the previous quarter. The quarterly fee is adjusted for deposits or withdrawals of $50,000 or more. Fees are generally waived for employee accounts. Clients may also incur fees charged by financial institutions and independent managers. Certain supervised persons offer securities brokerage services and insurance products under a commission fee arrangement.
Areas of Practice
Advisor Information
Office location
1001 Liberty Avenue, Suite 500, Pittsburgh, PA, 15222
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin works as an Associate at Atmos Advisory LLC (formerly GPWM LLC), providing client service, portfolio management, trading support, and investment-related services. This activity takes up nearly all of Kevin's time.