Ross Fedenia is a CFP-designated registered investment advisor at Atlatl Advisers, based in Madison, WI, with 11 years of industry experience. Ross 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
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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.
Learn about disclosures →Employment History
Current Registrations
Atlatl Advisers
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
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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