Atlantis Asset Management offers investment advice on equities, fixed income, and risk management. They create tailored portfolios using stocks, bonds, exchange traded funds, options, mutual funds, and other securities. Portfolios are reviewed monthly and rebalanced as needed. They employ risk management techniques using derivatives, but generally do not use leverage unless specifically requested by a client.
Assets Under Management$18M
Clients6
Advisors3
Avg. per Client$3M
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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