Ataroke Wealth
Assets Under Management
$1.5M
Number of Clients
8
Number of Advisors
1
Average Client AUM
$188K
AUM per Advisor
$1.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ataroke Wealth LLC is a fee-only investment advisor providing ongoing wealth management, investment management, and financial planning services. Wealth management includes both investment management and financial planning. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax planning.
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
Location
TX, United States