Advisor at Atlas Legacy Advisors LLC
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Firm
Atlas Legacy Advisors LLC
Location
Los Angeles, CA 90067
Credentials
CFP®, Series 66
Industry experience
2 years
Matthew Fulton is a CFP® and holds a Series 66 license, currently serving as an advisor at Atlas Legacy Advisors LLC with two years of industry experience. His prior roles include positions at Seneca Private Wealth, Wells Fargo Clearing, UBS, and Fulton Management. Atlas Legacy Advisors LLC manages over $629 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and pension/profit-sharing plans. The firm emphasizes risk-adjusted, tax-efficient asset allocation through a blend of active and passive strategies and offers a range of investment and wealth management services, including fiduciary and non-fiduciary consulting.
Based on Atlas Legacy Advisors LLC
Based on Atlas Legacy Advisors LLC
Fixed fees for financial planning and consulting services, amounts depend on scope and disclosed in agreement
$0+: up to 1.5% annually (negotiable, flat percentage based on total household assets) $0+: up to 1.0% annually for plan sponsor services
Hourly fees for financial planning and consulting services up to $400 per hour
Account minimum: $2,000,000 Fee-only: Investment and wealth management fees up to 1.5% annually; plan sponsor fees up to 1.0% annually; financial planning fees hourly up to $400/hour or fixed fees; estate planning fees based on specific needs
1999 Avenue Of The Stars, Suite 3350
Los Angeles, CA 90067
California · Texas
Seneca Private Wealth, LLC
2025 - Present (1 year)
Atlas Legacy Advisors LLC
2024 - Present (2 years)
Wells Fargo Clearing
2023 - 2024 (1 year)
Fulton Management
2022 - 2022 (1 year)
UBS
2022 - 2022 (1 year)
Signature Parking
2020 - 2021 (1 year)
University of California, Santa Barbara
2019 - 2023 (4 years)
Calabasas High School
2015 - 2019 (4 years)
Alice C Stelle Middle School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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®
Calabasas, CA
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