Coming alongside you to achieve your financial and retirement goals.
Frequent Asked Questions
Q: What type of accounts does Tatro Capital handle?
A: Tatro Capital can assist individuals with a variety of accounts including Individual, Joint, IRA, Roth IRA, SEP IRA, 529 Plans and Trusts
Q : Where are my assets once I allow Tatro Capital the ability to oversee them?
A: Tatro Capital utilizes Charles Schwab as their primary custodian. All assets remain in the client’s name with Tatro Capital possessing a limited authority over account management.
Q: How do I view my account?
A: Clients have the ability to gain access to their account through a portal designed and maintained by Charles Schwab. Clients can review their portfolios 24 hours a day, 7 days a week.
Q: How much does it cost me to retain Tatro Capital as my advisor?
A: Tatro Capital prides itself on being an extremely cost effective solution for your financial advising needs. Our investment management is a flat fee of 1% per year, on assets under management.
Q : Where can I go to see Tatro Capital’s historical performance?
A: You may contact us directly to discuss our individual client’s historical performance and future expectations.
Q – Is Tatro Capital a hedge fund?
A: No, Tatro Capital is a separate account, fee-only advisor.
Q: Does Tatro Capital impose limits on managing a set dollar amount?
A: No; however, it may not always be in a client’s best interest to retain a fee only advisor. Tatro Capital may at times recommend a client utilize no-load mutual funds or other investment vehicles that may be more suitable for an individual’s present situation.
Q: What if I need to take money out of my account?
A: Tatro Capital, LLC does not impose a minimum investment time period. We do however request that all investors attempt to keep withdrawals and contributions limited to the beginning or end of a calendar quarter. Should a client withdraw money intra-quarter, Tatro Capital will deduct a pro-rated quarterly billing amount based on the ending balance prior to the withdrawal amount.
Q: How are my investments handled once my account is funded?
A: Tatro Capital, LLC will systematically and methodically average into a pre-determined allocation rather than immediately investing the entire account in order to reduce the potential for immediate volatility.
Q: What if I already have an account with Charles Schwab?
A: Should you already possess an account with our custodian, Charles Schwab, all that is needed is the Charles Schwab, Limited Power of Attorney (LPOA) and Tatro Capital Fee Agreement.
Q: Where do I start?
A: Simply contact us to schedule a meeting and we would be happy to meet with you at your convenience.