Atlantic Family Wealth, LLC

Atlantic Family Wealth, LLC is a registered investment adviser specializing in providing services to individuals and high-net-worth individuals since its establishment in May 2014. The firm operates under a fiduciary standard, always putting clients' interests first and fully disclosing any potential conflicts of interest. Services offered include portfolio management based on individual goals, objectives, and risk tolerance levels. Clients have the option to grant discretionary authority for AFW to select securities and execute transactions without prior permission. The firm offers services related to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and private placements. AFW may engage third-party money managers and sub-advisors to manage client assets in certain circumstances. The minimum account size for AFW's services is not specified, but some programs may have account minimums. The fee structure includes asset-based fees for portfolio management, with a maximum advisory fee of 1.25%, which is negotiable. Clients are responsible for third-party fees, and AFW does not hold customer funds or securities. The firm does not accept performance-based fees or fees based on capital gains. AFW does not have physical custody of client funds and securities, which are held with qualified custodians. The firm provides both discretionary and non-discretionary investment advisory services, with regular account monitoring and periodic reviews. AFW has a Code of Ethics in place and does not recommend securities in which the firm or related persons have a material financial interest. The firm does not accept voting authority for client securities. Clients receive quarterly reports from custodians detailing account information. AFW maintains strict confidentiality and security measures to protect clients' nonpublic personal information.