Ataraxis Advisors offers financial planning and investment management services. Financial planning covers investments, retirement, insurance, college funding, and tax planning. Investment management is offered through various programs, including Advisor Directed Program, Ataraxis Advisors LLC Asset Management Program, Vision2020 Wealth Management Platform Program, and Independent Managed Assets Program. Ataraxis Advisors also provides financial planning seminars.
Fee Structure
Ataraxis Advisors offers several investment management options with fees based on a percentage of your portfolio.
Advisor Directed Program (ADP) and Ataraxis Advisors LLC’s Asset Management Program:
- Up to $250K: 2.5%
- $250K-$500K: 2.475%
- $500K-$750K: 2.45%
- $750K-$1M: 2.425%
- $1M-2M: 2.40%
- $2M-$5M: 2.375%
- Above $5M: 2.35%
Vision2020 Wealth Management Platform (WMP) Program:
- Up to $250K: 3%
- $250K-$500K: 2.955%
- $500K-$750K: 2.945%
- $750K-$1M: 2.91%
- $1M-2M: 2.885%
- $2M-$5M: 2.85%
- Above $5M: 2.805%
Fees are negotiable based on the complexity of your financial situation and the services provided. Transaction fees may apply. The maximum management fee is 3%, or 2.25% if the account only has mutual funds or variable annuities.