Atlas Capital Management CORP
Assets Under Management
$562.6M
Number of Clients
3,261
Number of Advisors
5
Average Client AUM
$173K
AUM per Advisor
$112.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Atlas Capital Management Corp. offers discretionary investment management and non-discretionary consulting services. They allocate client assets among proprietary asset management programs. They also provide asset management services to owners of variable annuities. Atlas Capital does not recommend the purchase of variable annuities.
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
Location
11130 Coldwater Road, Suite 104, Ft Wayne, IN, 46845-1270