Dustin Latham is a CFA-designated registered investment advisor at Alternative Capitalis, LLC, based in Wrentham, MA, with 13 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 96 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Wrentham, MA
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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
Dustin owns a seasonal rental property on Cape Cod, which he rents to vacationers. He uses a third-party property manager and dedicates minimal time to this activity outside of trading hours.
Employment History
Current Registrations
Alternative Capitalis, LLC
Previous Registrations
First Dominion Capital CORP.Broker
Realty Capital Securities, LLCBroker
Manulife Asset Management (US) LLC
John Hancock Funds, LLCBroker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
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.