Craig Lathram is a registered investment advisor at Lathram Financial Group, LLC, based in Avon, CO, with 17 years of industry experience. Craig 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 3 more. Their firm serves 78 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lathram Financial Group charges a fee based on a percentage of the assets they manage for you. The exact percentage is determined by a tiered fee schedule outlined in your client agreement. The annual investment advisory fees will not exceed 2.00%. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. The fees are billed quarterly in advance, and you authorize Lathram Financial Group to debit your account directly.
Location
Avon, CO
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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.
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Craig works part-time as a ski instructor at Vail Associates since 2008, dedicating minimal time to this activity.
Employment History
Current Registrations
Lathram Financial Group, LLC
Previous Registrations
Voya Financial Advisors, INC.
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.