Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
3,261 clients
Average Client Portfolio
$173K average
Assets Under Management
$562.6M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.00%

Fees are negotiable at the sole discretion of the President of Atlas Capital.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11130 Coldwater Road, Suite 104, Ft Wayne, IN, 46845-1270

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Atlas Capital Management CORP
October 2022 - Present · 3 yrs 4 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.