Mary Patch is a registered investment advisor at Atlatl Advisers, based in Madison, WI, with 24 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 234 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlatl Advisers offers wealth management services that include investment management. The maximum annual fee is 1.25% of your portfolio, but the actual fee can be lower depending on factors like the amount you invest, the complexity of your situation, and whether you also get financial planning. Additional fees may apply for specific investment strategies like the Systematic Equity Strategy or Digital Assets and Cryptocurrency Investment Services, and for assets held away at other institutions. Fees are charged monthly, in advance, based on the value of your portfolio.
Location
2921 Landmark Place, Ste 501, Madison, WI, 53713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Atlatl Advisers
Previous Registrations
Independent Financial Partners
Williams Group, LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Trademark Capital Management INC
Steele Capital Management, INC.
Steele Capital Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.