William Tatro is a registered investment advisor at Joule Financial, LLC, based in Lexington, KY, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 704 clients with $410M 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 | 1.00% |
The standard annual fee is 1%. For accounts held at TIAA-CREF, the fee is 0.50% annually, billed quarterly in arrears, based on the managed amount. The advisory fee assessed by Joule Financial on 401(k) plans administered by Professional Capital Services ("PCS") is up to 1% annually depending on plan size and scope. Fees are generally non-negotiable, but Joule Financial reserves the right to offer discounts on fees for certain clients.
Fee Estimator
Location
998 Governors Ln, Suite 325, Lexington, KY, 40513
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business Activities
William is a part-owner of YBVentures LLC, a manufacturing company. He also appears as a non-compensated guest on financial television and radio, writes for Forbes.com, and teaches as an adjunct professor, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Joule Financial, LLC
Previous Registrations
Joule Financial
Tatro Capital, LLC
Shark Asset Management, INC.
Tatro Capital, LLC
Eagle Steward, LTD.
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.