Michael Abbate
Advisor at ATLAS Lifestyle Planning Group 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.
Advisor at ATLAS Lifestyle Planning Group 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.
Location
Westminster, CO 80031
Credentials
CFP®, ChFC®, Series 66
Industry experience
19 years
Michael Abbate is a CFP® and ChFC® with 19 years of experience in financial advisory roles. He is currently with ATLAS Lifestyle Planning Group LLC and has held positions at Dynamic Wealth Partners, LLC and Caduceus Financial Services, LLC. In addition to his advisory work, Abbate is a licensed insurance agent affiliated with ATLAS Risk Management Group. ATLAS Lifestyle Planning Group provides investment advice and planning primarily to individuals, retirement plans, and business entities. The firm utilizes fundamental analysis and modern portfolio theory, focusing mainly on non-discretionary asset management and coordinating relationships with third-party portfolio managers.
Based on ATLAS Lifestyle Planning Group LLC
Fixed fees range from $250 to $3,500 depending on financial planning service
$0+: 1% annually for direct asset management accounts (negotiable) $0 - $250,000: 1.50% annually for ERISA plan assets $250,001 - $750,000: 1.25% annually for ERISA plan assets $750,001+: 1.00% annually for ERISA plan assets $0 - $250,000: up to 1.50% FA Fee from AssetMark (varies by strategy) $250,001 - $500,000: varies by strategy, e.g., 0.15%-1.00% $500,001 - $1,000,000: varies by strategy, e.g., 0.10%-1.05% $1,000,001 - $2,000,000: varies by strategy, e.g., 0.10%-1.10% $2,000,001 - $3,000,000: varies by strategy, e.g., 0.10%-1.10% $3,000,001 - $5,000,000: varies by strategy, e.g., 0.10%-1.10% $5,000,001+: varies by strategy, e.g., 0.10%-1.10% $50,000+: 0.50%-0.70% for Separately Managed Accounts (SMAs) depending on tier $25,000+: 0.30%-1.00% for various Custom Individually Managed Accounts depending on tier and provider $10,000+: 0.00%-0.25% for Administrative Accounts/Individual Third-Party Mutual Funds depending on tier
Insurance commissions received by principal as licensed insurance agent (approx. 25% of time spent)
$250 per hour for financial planning services
Fee-only: Hourly fee of $250 per hour; fixed fees from $250 to $3,500 for financial planning services
9191 Sheridan Blvd, Suite 300
Westminster, CO 80031
Arizona · California · Colorado · Illinois · Iowa · Ohio · Texas · Wyoming
Atlas Lifestyle Planning Group LLC
2019 - Present (7 years)
ATLAS Risk Management Group
2018 - Present (8 years)
Dynamic Wealth Partners, LLC
2016 - 2024 (8 years)
Caduceus Financial Services, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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