Ataraxis Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,042,898
Clients
152
Advisors
2
of 2 employees
About
Ataraxis Advisors LLC works with individuals (including high‑net‑worth clients), as well as trusts, estates, pension plans and corporations, providing financial planning, consultations, seminars and portfolio management. The firm delivers investment management through its own asset management program and by participating in third‑party programs and platforms, including advisor‑directed and unified managed account options.
The firm’s investment process relies on model allocation portfolios, purchased research and occasional fundamental analysis, with most client assets managed on a discretionary basis and a small portion on a non‑discretionary basis. Trades and custody are implemented through affiliated and third‑party platforms and custodians, with account types that can include mutual fund portfolios, separately managed accounts and unified managed accounts.
What is distinctive is the firm’s close operational integration with a broker‑dealer and multi‑platform wrap arrangements: advisors are registered representatives of an affiliated broker‑dealer and the firm routinely refers clients into wrap‑fee and platform programs (with fee‑sharing among Vision2020, Envestnet and sub‑advisors). Advisors are also independently licensed to sell insurance products and the firm manages clients’ variable annuity accounts under agreements with insurance companies; the brochure discloses these dual roles and varying solicitor/sub‑advisor compensation as potential conflicts that are managed through disclosure and internal policies.
Client services
Expertise
Occupation focus
Fee options
Fees for seminars determined prior to event, covering materials and supplies
$0 - $250,000: 2.5% $250,000 - $500,000: 2.475% $500,000 - $750,000: 2.45% $750,000 - $1,000,000: 2.425% $1,000,000 - $2,000,000: 2.40% $2,000,000 - $5,000,000: 2.375% $5,000,000+: 2.35%
IARs may receive commissions from securities and insurance products sold separately
Up to $250 per hour for financial planning and consultation services
Account minimum: $20,000 Fee-only: Financial planning hourly fee up to $250/hour payable after consultations
Main office
4293 Five Oaks Drive
Lansing MI 48911
Advisors at this office
2
Most active in
Michigan
Also doing business as
Ataraxis Advisors LLC · Ataraxis Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Scott D
Series 63, Series 65
Lansing, MI
Ataraxis Advisors LLC
Scott Dorer is a financial advisor with Ataraxis Advisors LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Managed Money Concepts and Securities America, Inc., alongside operating as an insurance agent since 1986. He is also a notary public for Ingham County, Michigan. Ataraxis Advisors LLC serves individual investors, high-net-worth clients, trusts, pension plans, and corporate entities by providing financial planning, consultations, seminars, and portfolio management through various program structures. The firm employs a long-term investment approach using mutual funds, model portfolios, separately managed accounts, and unified managed accounts, often utilizing third-party platforms and sub-advisors for execution and custody.
Ashley L
Series 66
Lansing, MI
Ataraxis Advisors LLC
Ashley Loveall is a financial advisor with Ataraxis Advisors LLC in Lansing, MI, holding a Series 66 credential and 13 years of industry experience. Prior to joining Ataraxis Advisors, she worked at Managed Money Concepts and Securities America, Inc. She is also involved in insurance sales as an owner of an insurance business. Ataraxis Advisors LLC provides financial planning, consultations, seminars, and portfolio management to individuals, trusts, estates, pension plans, and corporations. The firm uses model allocation portfolios and third-party programs to manage most client assets on a discretionary basis, with operations closely integrated with a broker-dealer and multiple investment platforms.
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