Advisor at Atlantic Capital Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Atlantic Capital Investments, LLC
Location
Beaufort, SC
Credentials
Series 63
Industry experience
22 years
Kent Thune is a financial advisor at Atlantic Capital Investments, LLC with 22 years of industry experience. He has worked at Atlantic Capital Investments since 2006 and has been affiliated with American Pensions, Inc. since 2000. Atlantic Capital Investments is a fee-only registered investment adviser that provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporate clients and pension plans. The firm operates primarily on a non-discretionary basis and emphasizes the use of no-load and load-waived mutual funds and ETFs, guided by a written investment policy statement and quarterly portfolio reviews.
$0 - $100,000: 1.50% $101,000 - $500,000: 1.25% $501,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.30% $5,000,001+: 0.25%
Hourly charges reported in SEC Form ADV Part 1, but no specific rates stated in brochure.
Account minimum: $100,000 Fee-only: Fee-only financial planning firm; fees charged as percentage of assets under management only; no commissions.
Beaufort, SC
South Carolina
Atlantic Capital Investments, LLC
2006 - Present (20 years)
American Pensions, Inc.
2000 - Present (26 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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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.
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