Assets Under Management
$149.0M
Number of Clients
84
Number of Advisors
4
Average Client AUM
$1.8M
AUM per Advisor
$37.2M
Compensation
Fee-Only (AUM)
Atmos Advisory, LLC offers financial planning, consulting, and wealth management services. They manage client portfolios on a discretionary basis, allocating assets among ETFs, mutual funds, and independent investment managers. Financial planning is included at no additional expense.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.20% |
Fees are generally waived for employee accounts. Atmos Advisory, in its sole discretion, is authorized to reduce its investment management fee based upon certain criteria.
1001 Liberty Avenue, Suite 500, Pittsburgh, PA, 15222