JV

Jasper Dominic Vaccaro

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
234 clients
Average Client Portfolio
$982K average
Assets Under Management
$229.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:From $2,500
Hourly Rate:$500/hr

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingDivorce Planning
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Advisor Information

Office location

2921 Landmark Place, Ste 501, Madison, WI, 53713

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Regulatory History (1)
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Judgment / Lien
June 1999
Other Business Activities

Jasper and his spouse own a condo used for short-term rentals through Airbnb and VRBO.

Employment History
Current Registrations
Atlatl Advisers
February 2024 - Present · 1 yr 11 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Jasper Dominic Vaccaro - Financial Advisor | AdvisorDiscover