Overview
- Headquarters
- Palm Beach Gardens, FL
- Total Firm Assets
- $565 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ATTICUS WEALTH MANAGEMENT PART 2A (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 3.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $30,000 | 3.00% |
| $5 million | $150,000 | 3.00% |
| $10 million | $300,000 | 3.00% |
| $50 million | $1,500,000 | 3.00% |
| $100 million | $3,000,000 | 3.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 75.39%
- Number of High-Net-Worth Clients
- 147
- Total Client Accounts
- 1,105
- Discretionary Accounts
- 1,100
- Non-Discretionary Accounts
- 5
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 296949
- ATTICUS WEALTH MANAGEMENT PART 2A (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗