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Timothy Hamilton

Atlas Private Wealth

208 W. 23rd St.

New York, NY 10011

800-432-7447

Discover the Atlas Advantage

About Atlas Private Wealth

Atlas Private Wealth Management is a financial planning and registered investment advisory firm based in New York. We serve clients nationally, providing fee-only financial planning, tax preparation, and investment management services. We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients interests first.

General Information

Firm Start Year

1996

No.of Employees

20-49

CRD#

6780937

Firm CRD#

145331

Name of Broker/Dealer

Fidelity & Charles Schwab

Name of Custodial Firm

Fidelity & Charles Schwab

States Licensed in

TX

Years of Experience in Financial Services

12

Number of Years with Current Firm

5

Work Experience

He is a graduate of the University of Rochester where he obtained a Bachelor of Arts in Economics and a Finance & Accounting Certificate from the Simon School of Business. Before joining Atlas in 2015, Tim worked at an investment management firm based in Western New York for seven years. During his tenure there he worked in operations, trading, planning, and client management roles.

Advisory Services Provided

Portfolio Management, Tax Advice and Services, Financial Planning for Individuals

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, Via Email, At my office, Via Phone, At your home, At your office

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CSLP®, CIMA®

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

1500

Firm's Number of Planning Clients

150

Firm's Number of Managed Clients

1500

Assets Managed by Firm

$1,200,000,000

Advisor's Number of Clients

200

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

70

Assets Managed by Advisor

$170,000,000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee

Fee % Based on Assets

Variable

Additional Details on Charges

We charge a fixed fee for financial planning services, a management fee for investment management services, and a fee for tax preparation services dependent on time spent and complexity of a return. Total fees vary given an individual's situation and services required.

Minimum Fee Charged for Managed Accounts

Dependent on AUM

Minimum Fee Charged for Hourly Planning Accounts

$800

Education

Bachelor of Arts in Economics - Economics

University of Rochester
09/2004 - 05/2008

Disclosures

ADV Part 2A Brochure: https://atlaspwm.com/adv-part-2a-brochure/
Form CRS: https://atlaspwm.com/adv-part-3-form-crs/
Privacy Notice: https://atlaspwm.com/privacy-notice/
Atlas WiserAdvisor Disclosure: WiserAdvisor's program seeks to connect persons who have expressed an interest in finding an investment adviser with investment advisory firms such as Atlas Private Wealth Management, LLC (Atlas). Atlas is not affiliated with WiserAdvisor. As a participating adviser in the WiserAdvisor program, Atlas has agreed to pay WiserAdvisor a flat fee of $250 per lead for prospective clients with investable assets of more than $3 million. The fee is payable regardless of whether the prospect becomes an Atlas advisory client. Atlas does not increase the fees of advisory clients matched through the WiserAdvisor program to cover the lead fee.

Disclaimer

Atlas Private Wealth Management, LLC (Atlas) is an SEC-registered investment advisor established under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of Atlas by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS AND INVESTMENT STRATEGIES INVOLVE RISK, INCLUDING THE LOSS OF PRINCIPAL. Different investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy (including those recommended by Atlas) will be profitable for an investment portfolio. Prior to investing, clients should consider carefully the information provided in the mutual fund prospectus and any other applicable documents provided, including investment objectives, risks, charges, and expenses. Additional information regarding Atlas qualifications, business practices and conflicts is set forth in Atlas ADV brochure and Form CRS, which are available upon request. Please visit our website www.atlaspwm.com/disclosures for these and other important disclosures.