About ATLANTIC CAPITAL INVESTMENTS, LLC
Atlantic Capital Investments, LLC is a financial advisory firm that provides personalized investment advice to clients. Their team of experienced financial experts are committed to helping their clients achieve their financial goals through tailored strategies and expert guidance.
How does the advisor help clients – Key Takeaways:
- Creates personalized investment strategies based on client’s financial goals
- Provides expert guidance and advice
- Regularly monitors and adjusts portfolios to ensure alignment with client’s goals
- Provides a comprehensive range of financial services
- Works with a diverse range of client types
- Transparent fee structure with no hidden fees
- Has a strong track record of success in the financial industry
Facts and Insights
Founded in 2005, Atlantic Capital Investments, LLC has become a well-respected name in the financial industry. Over the years, they have helped numerous clients achieve their financial goals through their personalized approach. The firm prides itself on their strong track record of success and their commitment to always putting their clients first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- Wealth transfer
Client Types
- High net worth individuals
- Families
- Business owners
- Corporate executives
- Retirees
- Professionals
- Charitable organizations
Fees & Compensation
Atlantic Capital Investments, LLC believes in transparency when it comes to fees and compensation. They have a straightforward fee structure and do not charge any hidden fees. Clients are only charged a percentage of their assets under management, ensuring that their incentives are aligned with the client’s success.
Background
The team at Atlantic Capital Investments, LLC has a wealth of experience in the financial industry. Their advisors have diverse backgrounds and specialized expertise in various areas of financial planning. This allows them to create well-rounded and personalized strategies for their clients.
Financial Advisor Disclosures to Know
Atlantic Capital Investments, LLC prides itself on its ethical and transparent practices. As a registered investment advisor, they have a fiduciary duty to always act in their client’s best interests. They also have a strict code of ethics and fully disclose any potential conflicts of interest to their clients. For more information, clients can refer to the firm’s Form ADV.