Atlantis Wealth Advisors LLC
Assets Under Management
$146.7M
Number of Clients
319
Number of Advisors
4
Average Client AUM
$460K
AUM per Advisor
$36.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Atlantis Wealth Advisors LLC (AWA) offers financial planning and asset management services through various investment teams, each with its own advisory focus. AWA may also provide assistance with household finances and debt management. AWA is affiliated with Camelot Portfolios LLC.
Fee Structure
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
Location
1700 Woodlands Dr., Suite 100, Maumee, OH, 43537