Wrap Accounts

Through its broker dealer, Cantella & Co. Inc, 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 $50,000.00.

 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 $25,000.00.

The program offers a portfolio of professionally managed mutual funds.

 Fees

* $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.

Contact Atlantic Financial

For more information or to have us answer any questions you may have, please call 1-800-559-2900, email Atlantic Financial, or use this short form to contact us:

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.