Atlantis Wealth Advisors (AWA) offers financial planning and asset management services. AWA works with clients to assess their financial goals, create financial plans, and educate them about household finances and investments. AWA also offers asset management services on a discretionary or non-discretionary basis. AWA may also provide financial consulting services, including estate, retirement, and tax planning.
Assets Under Management$150M
Clients319
Advisors4
Avg. per Client$460K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
AWA generally charges between 0.50% and 2.00% per year of the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees are negotiable.
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