Atlantic Capital Investments (ACI) is a registered investment advisor offering investment advice and financial planning. ACI works with individuals, including high net worth individuals, and corporations. ACI manages investment accounts on a non-discretionary basis, meaning clients must approve all trades. Portfolios are created using mutual funds and ETFs, selected based on factors like performance history and management fees. Clients have the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio.
Assets Under Management$20M
Clients39
Advisors1
Avg. per Client$510K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.35% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.25% |
Fees, methods of charging fees, and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...