Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ataroke Wealth charges a recurring fixed fee for Ongoing Wealth Management Services, ranging from $100 to $2,000 per month, dependent on client needs and complexity. An initial fee between $0 and $10,000 covers the construction of the financial plan. Investment Management Services are billed at an annual rate of 0.50% of assets under management, paid quarterly. Financial Planning engagements are offered at a fixed fee between $250 and $20,000, or an hourly rate of $300 with a one-hour minimum. Retirement Plan Consulting fees are $200 per meeting or 0.25% of assets under advisement annually.
Areas of Practice
Advisor Information
Office location
3109 Gillespie Rd., Mckinney, TX, 75072
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Owen Taylor StewartRegulatory 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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Owen is an investment adviser representative of Macro Wealth Advisors, Inc., dedicating about 10% of his time. He is also Head of Financial Advice for Parthean, a financial technology software company (taking about half of Owen's time), and an investment advisor representative and sole shareholder for Ataroke Wealth LLC (spending about a quarter of his time).
Employment History
Current Registrations
Ataroke Wealth
Macro Wealth Advisors, INC.
State Registrations2 states
Exams
Additional Information
Throughout this journey, I also realized that life is unpredictable. It has its ups and downs, its share of tragedies and triumphs. But that's what makes it exciting. The ability to adapt to change is essential for both personal growth and financial planning.