Atlas Brown

Atlas Brown, Inc., established in December 2004, is a registered investment adviser specializing in Family Wealth Management. The firm offers investment management solutions and Family Office Services to individuals, families, high net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. With discretionary assets under management totaling $556,298,732 and non-discretionary assets at $11,227,700 as of December 31, 2024, Atlas Brown primarily allocates client assets among various securities, mutual funds, and exchange-traded funds based on individual objectives. Clients have the option to invest in private placement securities if they meet specific criteria. The firm emphasizes client-directed trading while also offering non-discretionary advisory services. Atlas Brown charges an annualized fee based on a percentage of assets under management, with fees ranging from 0.50% to 2.00% depending on the portfolio value. The firm does not charge performance-based fees and does not have any disciplinary history. Clients have the flexibility to direct brokerage and are provided with regular account statements. Atlas Brown acts as a fiduciary, placing client interests first and maintaining high ethical standards. The firm's Proxy Voting Committee oversees proxy voting decisions, ensuring alignment with client interests. Atlas Brown does not require a minimum initial investment and provides comprehensive investment strategies tailored to individual client needs.