David Latko is a registered investment advisor at Latko Wealth Management, LTD., based in Frankfort, IL, with 44 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 499 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically vary between 0.5% and 2.0% per year, depending on the amount invested, client circumstances, and scope of services. Accounts with higher investment amounts typically have lower fees. Latko Wealth Management may offer fees below or above the maximum annual fee for friends and family members.
Fee Estimator
Location
45 East Colorado Avenue, Frankfort, IL, 60423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is involved in several business activities, including real estate rentals, Latko Media Enterprises Ltd. for writing and speaking engagements, Latko Premier Properties Ltd. for real estate services, Latko Financial Group, Ltd. as a DBA for his LPL business, and Latko Wealth Management, Ltd. as a Registered Investment Advisor Hybrid. These activities take up a significant amount of David's time, with Latko Wealth Management consuming nearly full-time hours and Latko Financial Group taking about a quarter of his time.
Employment History
Current Registrations
Latko Wealth Management, LTD.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Latko Financial Investment Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential-Bache Securities INC.Broker
E. F. Hutton & Company INCBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.