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Atlantic Retirement & Wealth Advisors
Atlantic Retirement & Wealth Advisors is an asset manager; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Overview
General information
Firm type
Asset Manager
Sector focus
Frequently asked questions
Is Atlantic Retirement & Wealth Advisors a fiduciary?
Yes, as a registered investment advisor, Atlantic Retirement & Wealth Advisors is a fiduciary. It is legally obligated to act in the best interest of its clients and must disclose any conflicts of interest. This duty applies to all financial planning and investment management services provided by the firm.
Who is the typical client of Atlantic Retirement & Wealth Advisors?
The firm serves individual retail investors, with a particular focus on those who are planning for or already living in retirement. Common client profiles include corporate professionals managing a 401(k) rollover, small business owners, and high-net-worth individuals seeking coordinated financial and investment advice. Clients are generally served on a long-term, relationship-based model.
Does the firm custody client assets itself?
No, Atlantic Retirement & Wealth Advisors does not hold custody of client assets. Like most independent RIAs, the firm uses an independent, qualified custodian such as Charles Schwab or Fidelity to hold client funds and securities. This separation of custody is a standard consumer protection practice, as clients receive account statements directly from the custodian.
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