A
Atlantes Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,843,000
Clients
46
20% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
46
HighAverage account size
$1,366,152
About
Atlantes Financial Advisors Corp. provides personalized portfolio management and financial planning services to individuals and a range of clients including trusts, estates, pension plans and business entities. The firm offers both discretionary and non-discretionary portfolio management as well as consultative and single-subject financial planning tailored to each client’s objectives and risk tolerance.
Its investment approach emphasizes strategic asset allocation with a core-and-satellite framework: passively managed index funds and ETFs are used as core holdings while actively managed funds are added where opportunities exist, and portfolios are globally diversified and periodically rebalanced. The firm uses a mix of analytical methods (including fundamental, technical, charting and cyclical analysis) and documents client objectives via an Investment Risk Analysis Profile.
A distinctive feature disclosed in the brochure is that the firm’s advisors are registered representatives of Purshe Kaplan Sterling Investments and are licensed insurance agents, and they may receive commission-based compensation for securities and insurance transactions in addition to advisory fees—an arrangement the brochure identifies as a potential conflict of interest and discloses to clients. The brochure also describes operational practices that may be of interest to prospective clients, including a preference for Fidelity as custodian with quarterly execution reviews, a business continuity plan with daily off-site backups, and a policy that clients vote their own proxies (the firm does not vote proxies).
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Life insurance needs analysis
Long-term care insurance
Disability insurance
Fee options
Flat fee for single subject financial planning based on $100/hour rate, estimated at start of engagement; flat fees for portfolio management possible at firm's discretion
$0 - $1,000,000: 1.00% Over $1,000,000+: 0.75%
Commission-based compensation earned by registered representatives and insurance agents affiliated with the firm, in addition to advisory fees
$100 per hour for consultative financial planning services
Minimum fee: Minimum annual fee is $500
Main office location
Atlantes Financial Advisors
365 Grand Avenue, Suite "A"
Fairhope AL 36532, United States
Number of offices
1
Most active in
Atlantes Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Alabama · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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