Advisor at Atlas Capital Advisors Inc.
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
Atlas Capital Advisors Inc.
Location
San Francisco, CA 94129
Credentials
CFA®
Industry experience
4 years
Kenneth Frier is a CFA® charterholder with four years of industry experience. He has worked at Atlas Capital Advisors Inc. since 2021 and previously was employed at Secor Asset Management from 2017 to 2021. Atlas Capital Advisors is an independent wealth manager that provides discretionary portfolio management and family office services to individuals, family offices, pensions, trusts, and other entities. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis to manage tax-aware portfolios with regular monitoring and rebalancing.
Based on Atlas Capital Advisors Inc.
$0+: 1% annually on risk assets (equities, currencies, commodities, merger arbitrage, non-fixed income asset classes) $0+: 0.45% annually on fixed income assets
Charged from time to time at firm discretion for certain portfolio review, recommendations, and trading activities
Performance fees (incentive fees) based on investment returns offered for some clients
Account minimum: $1,000,000 Minimum fee: $5,000 per year minimum annual fee Fee-only: Annual management fees based on asset classes as described; fees negotiated case-by-case; some hourly fees charged occasionally for certain portfolio review and trading services
38 Keyes Ave Suite 200
San Francisco, CA 94129
California
Atlas Capital Advisors
2021 - Present (5 years)
Secor Asset Management
2017 - 2021 (4 years)
SELF EMPLOYED
2016 - 2016 (1 year)
Atlas Capital Advisors LLC
2015 - 2016 (1 year)
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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
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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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