Joseph Mastej is a registered investment advisor at Atis, based in Highland, IN, with 9 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 229 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ATIS, Inc. offers investment management through wrap fee programs, where you pay a single fee that covers both investment advice and trading. The fee is a percentage of the value of your portfolio. The specific percentage you pay depends on the program you choose (RBC Advisor or RBC Unified Portfolio) and the size of your account. The fees also include the cost of the investments themselves, such as mutual fund expenses.
Location
9717 Prairie Avenue, Highland, IN, 46322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a 50% owner of Fandel Mastej Investments LLC, formed in 2023 to acquire residential rental property, and a 20% owner of 2nd Half, LLC, formed in 2024 to acquire an office rental unit. Both are passive investments.
Employment History
State Registrations4 states
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