How does the advisor help clients – Key Takeaways:
The professionals at ATLANTIC ADVISORS, INC. offer a wide range of financial services and expertise to meet the needs of their clients. They strive to provide personalized and comprehensive solutions to help their clients achieve their financial goals. Here are some key takeaways on how the firm assists its clients:
- Provides expert financial advice and guidance based on individual client needs and goals
- Offers a variety of services to help clients manage their wealth and investments
- Empowers clients to make informed decisions and take control of their financial future
- Delivers personalized solutions and a high level of customer service
Facts and Insights
Founded in 2005, ATLANTIC ADVISORS, INC. has been dedicated to helping individuals and businesses achieve their financial objectives for over 15 years. Through a team of experienced professionals and a client-centric approach, the firm has built a reputation for delivering reliable and effective financial solutions.
To date, the firm has managed over $500 million in assets for its clients. This is a testament to their expertise and ability to provide successful financial strategies. Additionally, the firm has a team of 12 advisors, each with a unique skill set to cater to the diverse needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| ATLANTIC ADVISORS, INC. | $500 million | 12 | 15+ years |
Financial Services Offered
The financial experts at ATLANTIC ADVISORS, INC. offer a wide range of services to help clients manage their wealth and investments. This includes:
- Portfolio management
- Investment management and planning
- Estate planning
- Tax planning and management
- Retirement planning
The firm also offers additional services such as insurance and risk management to help clients protect their assets and achieve their financial goals.
Client Types
ATLANTIC ADVISORS, INC. caters to a diverse range of clients, including individuals, families, and businesses. They work with clients at all stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and manage their assets.
The firm also specializes in helping high net worth individuals with complex financial needs, providing in-depth analysis and tailored solutions for their specific situation.
Fees & Compensation
ATLANTIC ADVISORS, INC. operates with a fee-only structure, meaning they are compensated solely by the fees paid by their clients for the services they provide.
Before engaging in any services, the firm provides a full disclosure of their fees and expenses to clients. This transparency ensures that clients have a clear understanding of what they are paying for and what to expect. The firm also operates under a fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times.
Background
ATLANTIC ADVISORS, INC. was founded by a team of financial experts who saw a need for reliable and comprehensive financial planning services in the market. They wanted to provide a client-centric approach to financial planning, where the individual needs and goals of each client are the top priority.
Today, the firm continues to operate under this philosophy, working closely with clients to understand their unique financial circumstances and create personalized solutions to help them achieve their goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, ATLANTIC ADVISORS, INC. adheres to strict regulatory guidelines and disclosures. These include:
- Form ADV: This form, filed with the Securities and Exchange Commission, provides detailed information about the firm’s services, fees, and business practices.
- Code of Ethics: The firm adheres to a strict code of ethics, ensuring that all advisors act with integrity and in the best interests of their clients.
- Form CRS: This form provides clients