AtCap Partners offers investment management services through its IAR portfolio management program, a non-sponsored advisory service program, and a sponsored wrap fee program. They also offer third-party asset management through Envestnet. AtCap provides financial planning services covering tax, asset allocation, investment, estate, retirement, college, and insurance planning. They tailor their services to individual client needs and objectives.
Assets Under Management$63M
Clients218
Advisors22
Avg. per Client$290K
Avg. per Advisor$2.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. No transaction fees. Transaction fees may be paid by the client, resulting in a lower AUM fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
22 Advisors at this firm
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