About ATX PORTFOLIO ADVISORS, LLC
Founded in 2005, ATX PORTFOLIO ADVISORS, LLC is a boutique financial advisory firm that specializes in providing personalized investment and wealth management services to a select group of clients. With a team of experienced financial advisors, the firm strives to provide its clients with unbiased financial advice and a wide range of investment strategies to help them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment and wealth management services
- Offers unbiased financial advice
- Uses a wide range of investment strategies
- Helps clients achieve their financial goals
Facts and Insights
ATX PORTFOLIO ADVISORS, LLC manages over $500 million in assets under management, and has been in business for over 15 years. The firm also has a team of 10 experienced financial advisors who work closely with each client to create customized investment plans based on their unique financial goals and risk tolerance.
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
- Wealth management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
- Family offices
Fees & Compensation
ATX PORTFOLIO ADVISORS, LLC charges a fee based on a percentage of assets under management. The fee may vary depending on the complexity and size of the client’s portfolio. The firm does not charge commissions or receive compensation from third parties, ensuring that the financial advisors are solely focused on their clients’ best interests.
Background
ATX PORTFOLIO ADVISORS, LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the financial services industry. Together with his team of advisors, John has helped numerous clients achieve their financial goals and build long-term wealth. The firm is committed to providing top-notch financial services and maintaining strong relationships with its clients.
Financial Advisor Disclosures to Know
ATX PORTFOLIO ADVISORS, LLC strives to provide transparent and ethical services to its clients. As such, the firm has no regulatory complaints, legal actions, or disciplinary actions on its record. In addition, the firm is a fiduciary, which means that it is legally obligated to act in its clients’ best interests at all times.