Ataroke Wealth provides ongoing wealth management, investment management, and financial planning services. Wealth management includes both investment management and financial planning. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Ataroke Wealth is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$1.5M
Clients8
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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