Ataroke Wealth is a registered investment advisor based in McKinney, Texas, founded in August 2022. The firm provides personalized wealth management, which combines continuous investment management with comprehensive financial planning. Ataroke Wealth primarily advises clients on stocks, bonds, mutual funds, exchange-traded funds, and government securities using modern portfolio theory and both active and passive strategies. In addition to ongoing wealth management, Ataroke Wealth offers standalone project-based financial planning and retirement plan consulting for employers. The firm operates as a fee-only practice, meaning compensation comes solely from client fees rather than commissions or product sales, and does not maintain custody of client funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard annual advisory fee is 0.50% of assets under management, paid quarterly in arrears.