Ataraxis Financial offers financial planning, financial consulting, and portfolio management. Financial planning involves a comprehensive review of your finances. Financial consulting focuses on a single issue. Portfolio management includes investment recommendations and asset allocation. All client accounts are Non-Discretionary, meaning Ataraxis Financial must obtain your permission before making any changes to your portfolio.
Assets Under Management$42M
Clients84
Advisors2
Avg. per Client$500K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees shall not be charged on any money market, cash or fixed income holdings. Exceptions may be made to the published fee schedule under certain circumstances pursuant to a negotiated agreement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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