Brenton Fewox
Brenton Fewox is a registered investment advisor at Atlas Capital Management CORP, based in Ft Wayne, IN, with 17 years of industry experience. Brenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,261 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Location
11130 Coldwater Road, Suite 104, Ft Wayne, IN, 46845-1270
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2008Other Business ActivitiesSells Insurance
Brenton is the CEO of Anthem Financial Services, Inc. where he sells insurance products (mostly life and annuity) and provides investment advisory services, dedicating full-time hours to the business. Brenton also serves as a Bishop for The Church of Jesus Christ of Latter Day Saints, spending about a quarter of his time counseling and providing welfare care.
Employment History
Current Registrations
Atlas Capital Management CORP
Previous Registrations
Horter Investment Management, LLC
Monticello Investment Services, INC.
Beneficial Investment Services, INC.
Allegis Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.