Ataraxia Advisory Services (AASL) provides ongoing portfolio management based on individual client goals and risk tolerance. AASL creates an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. AASL generally limits its investment advice to mutual funds, equities, bonds, ETFs, real estate, hedge funds, REITs, insurance products including annuities, private placements, and government securities.
Assets Under Management$42M
Clients40
Advisors1
Avg. per Client$1M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$400K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Clients may elect to pay an annual flat fee between $10,000 and $60,000 instead of an asset-based percentage for Portfolio Management. These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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