Atlatl Advisers is a registered investment advisor based in Madison, Wisconsin, offering personalized financial planning, consulting, and discretionary investment management. The firm builds portfolios using a five-part framework that considers risk tolerance, time horizon, financial plans, asset allocation, and specific security types, utilizing mutual funds, exchange-traded funds, independent managers, individual debt and equity securities, and alternative investments. Atlatl tailors its advisory services to meet the unique needs of individuals, trusts, estates, and business entities, specializing in areas such as retirement planning, tax planning, estate planning, business consulting, and digital asset 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).