Atlantis Wealth Advisors LLC

Atlantis Wealth Advisors LLC, established in November 2013, offers financial planning and asset management services through various investment teams with distinct focuses. The firm assists clients in creating personalized financial and investment plans based on individual goals and circumstances. Asset management services, provided on discretionary or non-discretionary bases, involve advising clients on securities transactions. AWA does not have a specified minimum account size, but some third-party managers may require a minimum. Financial planning fees range from $125 to $350 per hour, while asset management fees vary from 0.50% to 2.00% annually. Clients may pay fees directly from their accounts or through an automated payment service. AWA recommends Interactive Brokers, Fidelity, or Goldman Sachs as custodians for client accounts. The firm may receive non-cash benefits from these custodians, such as research and educational seminars. AWA reviews accounts annually and does not have custody of client assets beyond fee deductions. Clients are encouraged to vote on proxies related to their investments. The firm does not accept authority to vote client securities. AWA's financial information does not require a financial statement as fees are not solicited in excess of $1,200 per account and six months in advance.