Seperate Account Management
Tatro Capital utilizes custodian Charles Schwab to manage separate accounts such as: Individual, JT, IRA, RothIRA, Trust, SEP. For an annual management fee of 1%, clients are given individual management attention once a risk tolerance has been determined and goals have been discussed. Acting as lead manager, Quint Tatro will pursue an active management style with a concentration on protection of principal and methodical growth.
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