Investment Management
Services Description | Portfolio Performance | IM Fee Comparison
Fee Only | Investment Philosophy | Brochure Rule
Services Description
Atlas Capital Management:
- helps you identify the stock market investments that meet your investment goals
- consolidates all of your investments into one, easy-to-read financial statement from a single account
- allows you the ability to invest in over 2000 mutual funds
- does the 'legwork' for you in monitoring and selecting certain investments
- provides a convenient account for all of your holdings
- gives you the state of the art in top quality service, investment planning and customer satisfaction
How it works
Next time you are considering investing in the stock markets, e-mail or call Atlas Capital at 800-801-7956. At no charge, we will provide financial information about any mutual fund. We are able to be objective because we do not have management ties with any investment fund company or firm.
Statements
Once the purchase is made, you will receive clear consolidated statements with all of your mutual fund holdings on one statement. Your assets will be held by Charles Schwab Institutional company, which is the nation's largest clearing firms.
If you already own mutual funds
If you already own mutual funds in an IRA or any type of account, Atlas can assist you in transferring them to a Charles Schwab Institutional account. Charles Schwab Institutional consolidates your account's statements, while Atlas Capital provides objective advice, reporting, financial planning, and top quality service. To transfer an account call 800-801-7956 ext 101.
Fees
For Schwab funds and certain other mutual fund families, there is no extra charge for this service; our compensation comes from management fees.
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Portfolio Performance
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IM Fee Comparison
Our Fee-based program has no sales charges and no transaction fees. It is a way to receive high quality professional advice that is completely objective.
Fees
($50,000 Minimum account size.) |
|
| $50,000 - 99,999 |
1.25% |
| 100,000-1,499,999 |
1.00% |
| 1,500,000-2,999,999 |
0.90% |
| $3 million - 5 million |
0.75% |
| $5 million and above |
0.65% |
Contact Atlas Capital Management today for more information.
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