Atlantic Union Municipal Advisors (AUMA) invests client assets in fixed income securities and cash equivalents. AUMA offers both discretionary and non-discretionary advisory services, tailoring investment strategies to each client's investment policy statement. For discretionary accounts, AUMA has the authority to make investment decisions without prior client approval. AUMA's investment strategies are developed by the Investment Committee, considering macroeconomic factors, interest rates, and credit markets.
Assets Under Management$190M
Clients8
Advisors4
Avg. per Client$23M
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be tiered down and/or negotiated by clients if certain minimum levels of assets under management are attained.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...