MG
CFP

Muhammed-Kabeer Olarewaju Gbaja-Biamila

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
319 clients
Average Client Portfolio
$460K average
Assets Under Management
$146.7M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$0 - $15,000
Hourly Rate:$125 - $350/hr

Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000 per project or ongoing). Asset management fees generally range from 0.50% to 2.00% per year, but are negotiable based on account size and complexity. Financial consulting is done on a fixed fee basis, between $500 and $4,000 per year. Fees are negotiable. A $100 withdrawal fee may be charged for clients withdrawing funds from a strategy offered by Camelot Portfolios.

Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningTax PlanningCharitable Giving
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Advisor Information

Office location

Hobart, WI

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Atlantis Wealth Advisors LLC
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
Vestura, LLC
March 2014 - October 2014 · 7 mos
Vestura, LLC
March 2014 - December 2018 · 4 yrs 9 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.