Sean Stevens
Sean Stevens is a ChFC-designated registered investment advisor at Latitude Investment Group, based in Alpharetta, GA, with 29 years of industry experience. Sean 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
1125 Sanctuary Parkway, Suite 120, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2017Employment History
Current Registrations
Latitude Investment Group
Previous Registrations
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Gradient Securities, LLCBroker
Gradient Wealth Management
Change Path LLC
Gradient Wealth Management
Gradient Securities, LLCBroker
Gradient Advisors, LLC
Horter Investment Management, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
CUNA Brokerage Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
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.