Ataraxis Financial is a registered investment advisor based in Rochester, Minnesota, owned and operated by Corey Black. The firm provides portfolio management, financial planning, and financial consulting services to individuals, families, small business retirement plans, trusts, and estates. Ataraxis Financial operates on a non-discretionary basis, meaning the firm must discuss recommendations and obtain client approval before making any changes to a portfolio. Investment management focuses primarily on bonds rated BBB+ or better and exchange-traded funds, using a combination of charting, fundamental, technical, cyclical, and economic analysis. In addition to portfolio management, Ataraxis Financial offers financial planning and single-issue consulting for topics such as small business retirement plans, 401(k) portfolios, or 529 college savings plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally up to 2.00% per year and are negotiable. Fees are not charged on money market, cash, or fixed income holdings.