Atlantic Family Wealth, LLC
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Overview
Atlantic Family Wealth, LLC is located at 6705 S Red Road, Miami, FL. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Atlantic Family Wealth, LLC is not a registered broker-dealer.
Atlantic Family Wealth, LLC oversees $189.8 million in assets under management across 557 accounts, of which 546 are discretionary and 11 are non-discretionary. The services offered include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, and corporations, with retail investors being the largest client type by accounts. The fee structure at Atlantic Family Wealth, LLC is asset-based. The firm has 83 high net worth clients.
Atlantic Family Wealth, LLC is registered in the states of Florida and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Atlantic Family Wealth, LLC by the Numbers
$189.8 million
4
557
$340.7 thousand
Products and Services
Atlantic Family Wealth, LLC offers a variety of financial services, which can consist of portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. However, Atlantic Family Wealth, LLC did not provide financial planning services to any of its accounts in the previous fiscal year. The Company is not involved in selling products or offering services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on the type of financial services provided. Fees charged by Atlantic Family Wealth, LLC typically consist of the following fee type: asset-based.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors, high net worth investors, pension plans, and corporations. Out of its 4 clients, Atlantic Family Wealth, LLC's largest client type by number of accounts is high net worth investors, although it also caters to 83 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 35.17%
- Other Individuals - 63.14%
- Corporations - 1.69%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Atlantic Family Wealth, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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