Atrium Financial Advisors offers wealth management and advisory services tailored to each client's needs. They manage investments based on individual objectives, risk tolerance, and income needs, primarily using equities, mutual funds, exchange-traded funds, and fixed income instruments. Atrium generally has the authority to make trades without asking first, after agreeing on investment goals with the client.
Assets Under Management$3.7M
Clients60
Advisors1
Avg. per Client$61K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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