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Wrap Accounts / Managed Accounts

Mutual Funds

Through various brokers, Atlantic Financial offers two tiers of managed accounts: Platinum and Gold


Platinum Managed Accounts

The Platinum Managed Account Program offers unlimited transactions in over 18,000 mutual funds at no-load for one wrap fee without transaction fees. Platinum Managed Accounts include the option of advice from a financial advisor at no additional cost.
The minimum account size for Platinum Managed Accounts is $50,000.


Gold Managed Accounts

Our fee based wrap account program has no sales charges, no transaction fees and no proprietary products. It is a way to receive high quality professional advice that is completely objective. The minimum account size for Gold Managed Accounts is $25,000.

The program offers a portfolio of professionally managed mutual funds.


Fees

25,000* - 100,000 2.25%
100,000 - 499,999 1.75%
500,000 - 999,999 1.50%
$1 million - 2.49 million 1.00%
$2.5 million - 9.9 million 0.75%
$10 million - 19.9 million 0.70%
$20 million - 29.9 million 0.65%
$30 million - 49.9 million 0.60%
$50 million and above 0.55%

* $25,000.00 minimum account size for a Gold Managed Account

$50,000.00 minimum account size for a Platinum Managed Account.

For investors seeking a greater selection of funds, the premium program includes access to more funds and fund families in this program, accounts with a value of $5 million and below will be assessed a $30.00 per transaction fee.

This program offers unlimited transactions in over 18,000 mutual funds at no-load for one wrap fee and includes the option to use professional advice. Top participating fund families include: Strong, Janus, Fidelity, Stein Roe, Vanguard, Neuberger
Berman, Scudder and Warburg Pincus.

Note: Account Information and Rates subject to change.
Contact Atlantic Financial for current information.



 








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