KL
KL
Kevin Laman
18 Years of Experience
Chattanooga, TN
2 Disclosures
Kevin Laman is a registered investment advisor at Lattice Wealth Advisors, based in Chattanooga, TN, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 142 clients with $39M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
142 clients
Average Client Portfolio
$273K average
Assets Under Management
$38.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.80% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4610 Brainerd Rd, Unit 6, Chattanooga, TN, 37411
Get directionsHistory
Regulatory History (2)
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Regulatory
May 2023Final
Regulatory
October 2021Final
Employment History
Current Registrations
Lattice Wealth Advisors
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Innovative Advisory Partners, LLC
February 2017 - August 2019 · 2 yrs 6 mos
Innovative Advisory Partners, LLC
July 2013 - December 2016 · 3 yrs 5 mos
LPL Financial LLCBroker
July 2013 - January 2019 · 5 yrs 6 mos
Lincoln Financial Advisors Corporation
February 2008 - August 2013 · 5 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
February 2008 - August 2013 · 5 yrs 6 mos
State Registrations2 states
GATN
Advisor
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.
Exams
No exam information available for this advisor.