Mary Patch is a registered investment advisor at Atlatl Advisers, based in Dubuque, IA, 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 Alternative Investments, Business Owners, Charitable Giving, Divorce Planning, and 9 more. Their firm serves 274 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25% of assets under management. Fees are negotiable and may be lower based on specific circumstances, asset size, and complexity. Additional fees apply for held-away assets (0.25%) and specific strategies like digital assets or systematic equity (up to 1.00% for wealth management clients).
Fee Estimator
Location
Dubuque, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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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.
Exams
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