Financial Advisor FAQs
Frequently Asked Questions
Who does Atlas Advisors work with?
Atlas Advisors works with individuals, families, business owners, executives, and high net worth households. We also provide retirement plan and executive benefit planning services for businesses.
What services does Atlas Advisors provide?
Our services include investment management, financial planning, retirement income planning, tax aware investment strategies, 401(k) and executive benefit planning, and insurance and risk management when appropriate.
Is Atlas Advisors a fiduciary?
Atlas Advisors acts as a fiduciary when providing investment advisory services under an advisory agreement through J.W. Cole Advisors. In other situations, advisors may act as registered representatives of a broker dealer or as licensed insurance agents. The standard of care depends on the service provided.
How is Atlas Advisors compensated?
Compensation depends on the service provided. Advisory services are typically compensated through asset based fees paid by clients. Brokerage and insurance services may involve commissions paid by product providers, which are disclosed prior to implementation.
Does Atlas Advisors sell insurance products?
Insurance products may be used selectively when appropriate based on a client’s financial situation. Insurance is not required to receive investment advisory services and is evaluated alongside non insurance alternatives.
Does Atlas Advisors have account minimums?
Account minimums vary depending on the service and complexity of the engagement. Minimums are discussed during an introductory conversation.
Does Atlas Advisors work with clients virtually?
Yes. Atlas Advisors works with clients both in person and virtually, depending on client preference.
Where is Atlas Advisors located?
Atlas Advisors is based in Bethlehem, Pennsylvania and serves clients throughout the Lehigh Valley and beyond.
How do I get started?
Prospective clients can schedule an introductory conversation through the website or by contacting the office directly. There is no obligation to proceed.