Joseph Latour
Joseph Latour is a registered investment advisor at Latour Asset Management LLC, based in Ava, MO, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
LaTour Asset Management does not directly manage your investments. Instead, they recommend third-party money managers. If you use one of their recommended managers, Gradient Investments, you'll pay a fee based on the value of your portfolio. LaTour receives a portion of this fee.
For Strategic, Tactical, Private Wealth, Allocation & Defined Outcome Portfolios, the annual fee is 1.50% of your portfolio. Gradient Investments receives 1.00% and LaTour receives 0.50%.
For Preservation Portfolios, the annual fee is 1.00% of your portfolio. Gradient Investments receives 0.60% and LaTour receives 0.40%.
For Client Directed Accounts, the annual fee is $300. Gradient Investments receives $300 and LaTour receives $0.
There is also a $15 quarterly service fee for performance and other reporting.
Location
1107 Lyle St., Ava, MO, 65608
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2023Customer Dispute
December 2022Customer Dispute
June 2022Customer Dispute
March 2022Regulatory
July 2010Regulatory
June 2009Other Business ActivitiesSells Insurance
Joseph is a managing member of Latour Properties LLC, a personal property management business, since 2014. He is also the President and an insurance agent at Latour Advisory Group, Inc. since 2000, where he sells insurance products. Joseph also serves as a board member/treasurer for Bowens Mill Christian Center, dedicating minimal time.
Employment History
Current Registrations
Latour Asset Management LLC
Previous Registrations
Center Street Securities, INC.Broker
Brookstone Capital Management LLC
Mutual of Omaha Investor Services, INC.Broker
State Registrations4 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.