Ataraxia Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,640,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
37
49% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$1,125,405
Client services
Financial planning
Portfolio management
Fee options
Portfolio management fixed fees between $10,000 and $60,000 annually; Financial planning fixed fees between $2,500 and $9,500
$0 - $200,000: 1.50% $200,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$180 per hour for financial planning
Account minimum: $400,000 (with $150,000 minimum for active accumulators under age 45, exceptions made at discretion) Fee-only: Fixed fees between $10,000 and $60,000 annually for portfolio management; Fixed financial planning fees between $2,500 and $9,500; Hourly financial planning fee $180/hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Ataraxia Advisory Services, LLC
Radford VA, United States
Number of offices
1
Forms ADV
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