Atlantic Retirement & Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,908,411
Total clients
60
32% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
60
Average account size
$748,474
Client services
Fee options
Fixed fees for financial planning engagements, generally based on expected hours at hourly rate.
$0 - $250,000: 1.25% annually $250,000 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.65% annually $5,000,000+: 0.50% annually
Up to $250 per hour for financial planning services.
Account minimum: $1,000 minimum annual fee (may be reduced at Advisor's discretion) Minimum fee: Minimum annual fee of $1,000 per year (subject to reduction at Advisor's discretion) Fee-only: Yes, for financial planning services and investment advisory services; no commissions charged.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Atlantic Retirement & Wealth Advisors LLC
Johns Island SC, United States
Number of offices
2
Forms ADV
Quick links
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