Amol Desai is a registered investment advisor at Latticework Investments, LLC, based in Lafayette, LA, with 12 years of industry experience. Amol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Latticework Investments manages investments for a fund and receives compensation through a management fee and a performance allocation. The management fee is 0.25% per quarter (1.00% annually) of each investor's capital account balance. Latticework Investments also receives 15% of the net profit allocated to each investor annually, subject to a high water mark provision.
Location
220 Princeton Woods Loop, Lafayette, LA, 70508
Get directionsHistory
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 →Employment History
Current Registrations
Latticework Investments, LLC
Previous Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.Broker
Johnson Rice & Company L.L.C.Broker
William Blair & Company L.L.C.Broker
Johnson Rice & Company L.L.C.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.