Mark Fedenia is a registered investment advisor at Atlatl Advisers, based in Madison, WI, with 17 years of industry experience. Mark 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
2921 Landmark Place, Ste 501, Madison, WI, 53713
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Mark is an associate professor at the University of Wisconsin-Madison, instructing graduate business students. This activity takes about half of Mark's time or more each month.
Employment History
Current Registrations
Atlatl Advisers
Previous Registrations
Nakoma Capital Management, LLC
State Registrations1 state
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
More Advisors
- Cynthia Farnsworth, CFPAtlatl Advisers
- Jasper VaccaroAtlatl Advisers
- Ross Fedenia, CFPAtlatl Advisers
- Eric Lanning, CFPWells Fargo Advisors
- Stephen Smith, ChFCHarbour Investments, INC.
- Leonard Hornung, ChFCPark Avenue Securities LLC