Timothy Hermesch
Timothy Hermesch is a ChFC-designated registered investment advisor at Latitude Investment Group, based in Houston, TX, with 38 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 87 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Latitude Investment Group's (LIG) asset management fees are charged monthly and based on the size of your portfolio and the complexity of services provided. The maximum annual advisory fee is 2%. If LIG uses a third-party money manager, the fee includes the sub-advisor's fee. Consulting services are included in these fees, except in unique circumstances that may require a separate agreement for financial planning services.
Location
Houston, TX
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Regulatory History (3)
Financial
November 2018Financial
April 2018Financial
April 2018Employment History
Current Registrations
Latitude Investment Group
Previous Registrations
Divergent Capital Asset Management LLC
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State Registrations1 state
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.