Investment management fees are charged quarterly in advance and are prorated for the actual number of days the account was managed during each quarter. The account value for fee purposes will be the beginning value for the quarter. We do not receive commissions, brokerage fees or incentive fees to promote one investment over another. Thus, Atlas Capital's goals coincide with our clients’ financial objectives: namely to manage your accounts prudently and make your assets grow. We do allow for account aggregation either for an individual with multiple accounts or a family's multiple accounts. Also keep in mind that in many cases our fees are tax-deductible.
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Investment Management Fee Schedule (percentages are annual rates)*
First $1,000,000 1.40% Next $1,000,000 ($1,000,001 to $2,000,000) 1.20% Next $1,000,000 ($2,000,001 to $3,000,000) 1.00% Next $1,000,000 ($3,000,001 to $4,000,000) 0.90% After $4,000,000 0.80% *Minimum capital for investment management services is $500,000 |
Financial Planning Fee Schedule*
No Assets Under Management $180 per hour $150,000 - $1,000,000 Under Management $1,100 (one time fee) Over $1,000,000 No Charge *Financial Planning is separate from investment management and is not required, although it is recommended. |