Accounts and Fees

Atlantic Advisors, Inc., utilizes fee-only accounts.

Fee-only accounts represent the best position for the client and Atlantic Advisors, as all investment options, offer the same compensation and therefore eliminate conflicts of interest.

Account minimums for new clients are $100,000. For accounts up to $250,000 the Investment Advisor fee is 1.5% annually, from $250,001 to $500,000 the fee is 1.25%, from $500,001 to $1,000,000 the fee is .95%,from $1,000,001 to $2,000,000 the fee is .75%, from $2,000,001 to $3,000,000 the fee is .5% and over $3,000,000 the fee is negotiable. The fee is an annual fee paid monthly directly from the account. Atlantic Advisors, Inc. does not have custody of any client accounts. It uses Fidelity Investments, LLC and National Financial Services, LLC as custodian.