Atlantic Private Wealth, LLC
Assets Under Management
$787.7M
Number of Clients
196
Number of Advisors
3
Average Client AUM
$4.0M
AUM per Advisor
$262.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
APW provides financial planning, consulting, and investment management services, tailoring its approach to individual client needs. They manage portfolios on a discretionary or non-discretionary basis, primarily investing in fixed income, equity securities, mutual funds, and ETFs. APW also assists with corporate retirement plan management.
Fee Structure
APW's fees include asset-based management fees and fixed fees for financial planning and consulting, starting at $2,500 depending on the scope and complexity. Investment management fees are negotiable but do not exceed 1.25% annually. Clients also incur charges from third-party financial institutions. APW may offset financial planning fees if the client engages the firm for additional investment advisory services.
Areas of Practice
Location
308 West Rosemary Street, Suite 301, Chapel Hill, NC, 27516