ATLas Investment Advisors offers investment portfolio management and financial planning services tailored to individual client needs. They help clients define financial goals, develop investment strategies, and manage portfolios on a discretionary or non-discretionary basis. Financial planning covers cash flow, retirement, investments, insurance, college savings, estate, and tax strategies. Clients with portfolio management receive ongoing financial planning at no extra cost.
Assets Under Management$180M
Clients116
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees may be negotiable. Legacy clients and former clients of Berger Wealth Management may have different fee arrangements, including fixed fees in some cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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