Ataraxis Capital provides both discretionary and non-discretionary asset management services, tailoring investment strategies to clients' goals, risk tolerance, and time horizons. They also offer financial planning services, including full financial plans and consultation services on individual topics. Clients can impose restrictions on investments. Ataraxis manages client assets and aims to provide suitable investment advice.
Assets Under Management$840K
Clients2
Advisors1
Avg. per Client$420K
Avg. per Advisor$840K
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on certain criteria. Ataraxis also offers performance-based fees to qualified clients, which are 20% of any increase from the previous year after a 5% hurdle. In addition to the performance fee the Client will pay an asset management fee as disclosed in the Client agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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