Atlatl Advisers provides financial planning, consulting, and investment management services. Financial planning covers areas like business planning, retirement, tax, and estate planning. Investment management includes managing client portfolios with mutual funds, ETFs, and individual securities. Atlatl also offers wealth management services, which combine financial planning and investment management. They may use independent managers and alternative investments. Atlatl also provides retirement plan consulting and business consulting services.
Fee Structure
Atlatl Advisers offers wealth management services that include investment management. The maximum annual fee is 1.25% of your portfolio, but the actual fee can be lower depending on factors like the amount you invest, the complexity of your situation, and whether you also get financial planning. Additional fees may apply for specific investment strategies like the Systematic Equity Strategy or Digital Assets and Cryptocurrency Investment Services, and for assets held away at other institutions. Fees are charged monthly, in advance, based on the value of your portfolio.