ATFS Advisers offers investment and wealth management services to individuals, high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. ATFS provides customized investment advice, including financial planning, and manages client investment accounts on a discretionary or non-discretionary basis. ATFS may also provide investment advice to its clients with held away assets such as 401ks and shares in private companies. ATFS may engage sub-advisors to manage a portion of client assets.
Fee Structure
ATFS Advisers charges a percentage of the value of your investments each year. These fees are negotiable and typically range from 0.50% to 1.5% annually, depending on the size and complexity of your account. Fees are paid monthly in advance, based on the previous month's ending account value. ATFS typically requires a minimum account size of $250,000, but this may be waived. ATFS also offers a borrowing strategy called Spreadwise Borrowing, which has an additional annual advisory fee of 0.60% calculated and billed monthly.