Atlas Financial is dedicated to supporting the independent financial advisor. Atlas Financial offers industry leading technology, access to top custodians and investment managers, and a highly competitive payout grid to help grow your business.
- TD Ameritrade Institutional
- Folio Institutional
- FTJ FundChoice
- Flexible Client Fee Schedule: We will help you identify the best custodian and fee schedule for you and your clients.
- Access to hundreds of Third Party Money managers.
- AFA offers very competitive advisor payouts of up to 95%. For a personalized payout offer please contact Cole Garcia.
Atlas Financial offers advisors access to Industry leading technology often at discounted rates including:
- TD VeoOne
- TD IRebal
- RedTail CRM
- Retirement Income Planning
- Morningstar Advisor Workstation
- Morningstar Office
These costs, in many cases, are lower than other firms typically charge. We try, to the greatest extent possible, to make such costs a pass-through or less.
- E&O lnsurance - $125/month
- Compliance -$95/year
- Cyber Security Fees - $25/month
- Email & social media archiving - $25/month