Shrey Patel is a CFA-designated registered investment advisor at Ataraxis Capital, LLC, based in Durham, NC. Shrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 2 clients with $840K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on certain criteria. Ataraxis also offers performance-based fees to qualified clients, which are 20% of any increase from the previous year after a 5% hurdle. In addition to the performance fee the Client will pay an asset management fee as disclosed in the Client agreement.
Fee Estimator
Location
Durham, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ataraxis Capital, LLC
State Registrations1 state
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