Atlas Fiduciary Financial, Llc
Sarasota, Florida
5.0
8 Reviews
Atlas Fiduciary Financial, LLC is a reputable investment advisory firm headquartered in Sarasota, FL, with an additional office location. With a dedicated team of seven professionals, including five experienced investment advisors, they provide comprehensive investment advisory services. The firm boasts an impressive average of approximately $35,650,000 in assets under management per investment advisor. Atlas Fiduciary Financial, LLC offers a flexible compensation structure, tailored to meet the diverse needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. While...
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Assets Under Mgmt

$178.24M

Investment Professionals

5

Locations

1

% 401K & Individual

16%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
Educational seminars/workshops
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