Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlatl charges fixed or hourly fees for financial planning and consulting, with a minimum fixed fee of $2,500 and an hourly rate of $500. Wealth management services have a maximum annual fee of 1.25%, influenced by factors like AUM and complexity. Additional fees may apply for specific programs like the Systematic Equity Strategy or Digital Assets services, up to a maximum of 2.00% (generally reduced to 1.00% for wealth management clients). Held-away accounts incur an additional 0.25% annual fee. Fees are negotiable based on various criteria.
Areas of Practice
Advisor Information
Office location
2921 Landmark Place, Ste 501, Madison, WI, 53713
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mary is the owner of Patch Investment Solutions, an ERISA consulting firm, taking about half of her time. She also manages finances for family members and is involved with the Sister of Charity of the Blessed Virgin Mary and the American Retirement Association.