Money Management
Managed Accounts
Atlantic Financial can also
work with a number of
money management services.
If you would like us to answer any question you
may have please
complete our
contact form.
Large Cap GrowthAletheia Large Cap Growth Managed Account Alger Large Cap Growth Managed Account Congress Large Cap Growth Managed Account Eagle Large Cap Core Growth Managed Account Engemann Large Cap Growth Managed Acct Goldman Sachs Large Cap Growth Managed Account Haverford Large Cap Quality Growth Mgd Acct Holt-Smith & Yates Large Cap Growth Managed Account Oak Large Cap Growth Managed Account Roxbury Large Cap Growth Managed Account Turner Select Large Cap Growth Managed Account Large Cap Value EquityDana Large Cap Equity Managed Account Large Cap CoreAlexander Capital Large Cap Core Managed Account Cashen Large Cap Core Managed Account Federated Large Cap Core Managed Account Groesbeck Large Cap Core Managed Account Manager Blend - Large Cap Core Rushmore Large Cap Core Equity Managed Account SSgA Large Cap Core Managed Account Mid Cap GrowthAlger Mid Cap Growth Managed Account Essex SMID Cap Growth Managed Account (Burridge) Navellier Mid Cap Growth Managed Account Northern Trust Mid Cap Growth Managed Account Mid Cap ValueAriel Mid-Cap Value Managed Accounts Federated Mid Cap Value Managed Accounts Keeley Mid Cap Value Managed Accounts Small Cap GrowthAlger Small Cap Growth Managed Accounts Atlantic Small Cap Growth Managed Accounts Eagle Small Cap Growth Managed Account |
GlobalLazard Global Equity Managed Account Lazard Global Equity Select w/Emerging Markets Managed Account Manager Blend - Global McKinley Global Growth Managed Account Fixed IncomeDana Intermediate Fixed Income Managed Account Eagle Special Fixed Income Managed Account Met West Core Fixed Income Managed Account Neuberger Berman Int. Fixed Income Managed Account SMH Diversified Fixed Income Managed Account Tom Johnson Fixed Income Managed Account InternationalING International ADR Managed Account Johnson International Equity Managed Account Lazard International Managed Account McKinley International Managed Account OFI International Equity Managed Account BalancedCashen Balanced Managed Account Congress Balanced Managed Account Dana Balanced Managed Account Rittenhouse Balanced Managed Account VMF Balanced Managed Account Wood Balanced Managed Account And MoreLazard Alternative Strategies Fund, LLC Man-Glenwood Lexington, LLC Premier Advisors Fund Offshore, Ltd. SIGMA Alternative Solutions ...and many others |
Managed Account Fees
| 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% |
* $100,000.00 minimum account size for a 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.
We also offer mutual funds and managed mutual fund accounts
For more information about managed accounts and detailed services, you may benefit from the services of a wealth management advisor