JV
JV

Jasper Vaccaro

2 Years of Experience
Madison, WI
1 Disclosure

Jasper Vaccaro is a registered investment advisor at Atlatl Advisers, based in Madison, WI, with 2 years of industry experience. Jasper 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
274 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$392.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2921 Landmark Place, Ste 501, Madison, WI, 53713

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History

Regulatory History (1)
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Judgment / Lien
June 1999
Other Business Activities

Jasper and his spouse own a condo used for short-term rentals through Airbnb and VRBO.

Employment History
Current Registrations
Atlatl Advisers
February 2024 - Present · 2 yrs 8 mos
State Registrations1 state
WI
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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