Joshua Perlmutter is a registered investment advisor at Atlas, based in Chicago, IL, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 33 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ATFS Advisers charges a percentage of the value of your investments each year. These fees are negotiable and typically range from 0.50% to 1.5% annually, depending on the size and complexity of your account. Fees are paid monthly in advance, based on the previous month's ending account value. ATFS typically requires a minimum account size of $250,000, but this may be waived. ATFS also offers a borrowing strategy called Spreadwise Borrowing, which has an additional annual advisory fee of 0.60% calculated and billed monthly.
Location
Chicago, IL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Atlas
Previous Registrations
Lido
Cresset Asset Management, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations1 state
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.