Atlas Asset Management offers investment advisory services to individuals and institutions, tailoring strategies to each client's guidelines. Atlas primarily focuses on fixed income investments but may also use leveraging and hedging techniques. Atlas's services are provided on a discretionary basis, but non-discretionary advice is also available. The firm's investment strategies utilize fixed income securities and other instruments.
Fee Structure
Atlas Asset Management's fees for managing separate accounts are based on the investment strategy and the size of the account. The annual fees typically range from 0.05% to 1.50% of the account's net assets. Fees are negotiable and may vary depending on the product and the costs incurred by Atlas. The fee is calculated using the average of the beginning and ending market value of the client's account, either monthly or quarterly.