James Tallent

16 Years of Experience

Pullman, WA

1 Disclosure

James Tallent is a registered investment advisor at Atrato Asset Management LLC, based in Pullman, WA, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 11 clients with $87M in assets under management.

Atrato Asset Management LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

11 clients

Average Client Portfolio

$7.9M average

Assets Under Management

$86.9M

Fee Structure

Minimum Investment:$1M

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $10.0M	1.00%
$10M+	1.00%

Fees are negotiable, especially for amounts over $10 million. The minimum annual retainer fee is $2,500 per quarter billed quarterly in advance. The minimum fee will not exceed 2.00% of assets under management.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

Pullman, WA

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History

Regulatory History (1)

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Customer Dispute

September 2016

Denied

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Employment History

Current Registrations

Atrato Asset Management LLC

September 2009 - Present · 16 yrs 7 mos

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.

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