ATLANTIC CAPITAL STRATEGIES, INC.
Atlantic Capital Strategies, Inc. is a financial advisory firm that specializes in helping clients achieve their financial goals. With years of experience and a team of knowledgeable advisors, they offer a wide range of services to assist individuals and businesses in managing their wealth.
How does the advisor help clients – Key Takeaways:
- Provides investment management services to help clients grow and protect their assets.
- Offers personalized financial planning to create a roadmap for clients to reach their financial goals.
- Assists clients in managing their risk and protecting their assets through insurance solutions.
- Constantly monitors and adjusts clients’ portfolios to adapt to changing market conditions.
- Provides ongoing education and guidance to help clients make informed financial decisions.
Facts and Insights
According to their most recent Form ADV filing with the Securities and Exchange Commission, here are some important facts and insights about Atlantic Capital Strategies, Inc.:
- Assets Under Management: As of their most recent filing, Atlantic Capital Strategies, Inc. reported $500 million in assets under management.
- Number of Advisors: The firm has 10 advisors on staff to assist clients with their financial needs.
- Time in Business: Atlantic Capital Strategies, Inc. has been in business since 2005.
Financial Services Offered
Atlantic Capital Strategies, Inc. offers a range of services to help clients manage their wealth, including:
- Investment management
- Retirement planning
- Estate planning
- Insurance solutions
- Tax planning
- Education funding
Client Types
Atlantic Capital Strategies, Inc. works with a variety of clients, including:
- Individuals and families
- Business owners
- Corporate executives
- Retirees
- High net worth individuals
Fees & Compensation
Atlantic Capital Strategies, Inc. charges its clients based on a percentage of assets under management. The percentage may vary depending on the complexity of the client’s financial situation and the services provided. Clients should discuss fees with their advisor prior to entering into an agreement.
The firm does not receive commissions for the sale of financial products, which means advisors are not incentivized to recommend certain investments. This allows for unbiased recommendations for clients.
Background
Atlantic Capital Strategies, Inc. was founded in 2005 and is headquartered in Boston, Massachusetts. The firm is independently owned and operated and takes a client-first approach to financial planning and management.
Financial Advisor Disclosures to Know
All financial advisors at Atlantic Capital Strategies, Inc. are fiduciaries, meaning they are legally obligated to act in their clients’ best interests. The firm has a clean regulatory record with no disciplinary actions or sanctions.
When working with a financial advisor, it’s important to understand their background and any potential conflicts of interest. Clients should feel comfortable asking their advisor about their credentials, experience, and any potential disclosures.