| 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.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Kevin works as an Associate at Atmos Advisory LLC (formerly GPWM LLC), providing client service, portfolio management, trading support, and investment-related services. This activity takes up nearly all of Kevin's time.