Advisor at Atlas Capital Advisory LLC
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Firm
Atlas Capital Advisory LLC
Location
Delray Beach, FL
Credentials
Series 65
Industry experience
3 years
Karamat Qadri is a financial advisor at Atlas Capital Advisory LLC with three years of industry experience. He holds a Series 65 designation and has worked at Atlas Capital Advisory since 2022. Prior to his current role, he held positions at ADT Security Services, MD Now, Touchsuite, and Medical Capital Resources, and was affiliated with Florida Atlantic University from 2012 to 2018. Atlas Capital Advisory LLC provides tailored investment management and financial planning services to individuals, including high-net-worth clients, as well as accounts managed through third-party managers. The firm emphasizes strategic asset allocation using primarily passive investment vehicles while allowing tactical adjustments and employs third-party manager selection and oversight, serving both retail and institutional clients.
Based on Atlas Capital Advisory LLC
Based on Atlas Capital Advisory LLC
Project-Based Financial Planning fixed fee between $250 and $5,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Hourly financial planning rate of $150 per hour (negotiable)
Fee-only: Project-Based Financial Planning fixed fees range from $250 to $5,000 (negotiable); Ongoing Financial Planning fees include an upfront charge of $500-$5,000 and ongoing fees of $100-$1,000 per month or $300-$3,000 per quarter (negotiable)
Delray Beach, FL
Florida
Atlas Capital Advisory LLC
2022 - Present (4 years)
ADT Security Services
2021 - Present (5 years)
MD Now
2020 - 2021 (1 year)
Touchsuite
2019 - 2020 (1 year)
Medical Capital Resources
2019 - 2019 (1 year)
Florida Atlantic University
2012 - 2018 (6 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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