| Assets Under Management | 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.
3624 Rio Rancho Blvd NE, Suite 201, Rio Rancho, NM, 87144
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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 →Jessica is the owner of The Guidon Company, selling Medicare health insurance and possibly life insurance, dedicating about 10-20% of her time. She also co-owns Two Owls Press as a silent partner, and owns Jessica Chipera, LLC, where she sells life insurance and annuities, gives investment advice, and provides estate and financial planning, taking nearly full-time hours.