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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable at the sole discretion of the President of Atlas Capital.
Fee Estimator
Atlas Capital's compensation comes solely from fees paid by clients. The basic fee structure is tiered: 2.00% on the first $250,000, 1.75% on the next $250,000, 1.50% on the next $500,000, and 1.00% thereafter. Fees are negotiable at the discretion of the President. Consulting arrangements may be a fixed annual fee or a negotiated percentage of assets. Clients may have fees deducted from their account or be invoiced. Atlas Capital does not impose a minimum dollar value of assets for opening or maintaining an account.
Areas of Practice
Advisor Information
Office location
3624 Rio Rancho Blvd NE, Suite 201, Rio Rancho, NM, 87144
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 ActivitiesSells Insurance
Jessica is the owner of The Guidon Company, selling Medicare health insurance and possibly life insurance, dedicating about 10-20% of her time. She also co-owns Two Owls Press as a silent partner, and owns Jessica Chipera, LLC, where she sells life insurance and annuities, gives investment advice, and provides estate and financial planning, taking nearly full-time hours.