Atlatl Advisers
Assets Under Management
$229.9M
Number of Clients
234
Number of Advisors
6
Average Client AUM
$982K
AUM per Advisor
$38.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Atlatl Advisers provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary or non-discretionary basis, allocating assets among mutual funds, ETFs, and independent investment managers. They also offer wealth management services, including financial planning and consulting. The firm tailors its advisory services to meet individual client needs and objectives.
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
Location
2921 Landmark Place, Ste 501, Madison, WI, 53713