Products & Services
We provide the following Investment Management Services:
- Fee Based Investment Management Accounts
- Atlas does not custody assets, the majority of managed accounts are currently maintained at Axos Advisor Services (formerly E*TRADE Advisor Services)
- Qualified and Non-Qualified Registration types
- No Minimum Amount (some strategies have minimum investment amount of $1,000)
- Atlas Capitals' basic client fee structure is as follows
First $250,000 2.00% Next $250,000 1.75% Next $500,000 1.50% Thereafter 1.00% - Online Account Access
- Multiple Proprietary Investment Strategies
- Customized Portfolios/Strategic Diversification
- Active Portfolio Management
- Highest Standards of Professional Conduct and Customer Service
- Aggregated Billing Within Same Household
- Third Party Advisory Services available on Nationwide Monument Advisor Annuity (limited to 19 strategies)
- Atlas Capital (Form ADV Part 2A)
- Atlas Capital (Form CRS Client Relationship Summary)