William Graham is a registered investment advisor at Latitude Advisors, LLC, based in Garden City, NY, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,675 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Latitude Advisors charges a percentage of your portfolio value each year for investment management. The exact rate depends on the specific model used and the amount you invest.
For IA Managed Accounts, Navigator, and Third Party Research Model Managed Accounts:
- Up to 2.00% on the first $1,000,000
- Up to 1.50% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
For Latitude Model Managed Accounts:
- Up to 1.5% on the first $1,000,000
- Up to 1.25% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
These fees are billed quarterly, based on the value of your investments at the end of each quarter. Fees are negotiable.
Location
585 Stewart Ave, Suite 640, Garden City, NY, 11530
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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.
Learn about disclosures →Other Business Activities
William is a CPA and tax advisor since 1982, dedicating full-time hours to this role. He is also an investment advisor representative with Latitude Advisors, spending about 10-20% of his time in this role, and a financial professional with Harbor Financial, Inc., spending full-time hours in this role.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Gwn Securities INC.Broker
Medallion Investment Services, INC.Broker
Long Island Financial Group, INC.Broker
Terra Securities CorporationBroker
Hochman & Baker Securities, INC.Broker
North Ridge Securities CORP.Broker
H.D. Vest Investment Securities, INC.Broker
Cfs Brokerage CORP.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.