Atmos Advisory, LLC
Assets Under Management
$149.0M
Number of Clients
84
Number of Advisors
4
Average Client AUM
$1.8M
AUM per Advisor
$37.2M
Compensation
Fee-Only (AUM)
About This Firm
Atmos Advisory, LLC provides financial planning, consulting, and wealth management services. They manage client investment portfolios on a discretionary basis, allocating assets among ETFs, mutual funds, and independent investment managers. The firm tailors its advisory services to individual client needs, considering risk tolerance and time horizon. They also provide financial planning services at no additional expense.
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
Location
1001 Liberty Avenue, Suite 500, Pittsburgh, PA, 15222