Kevion Latham
Kevion Latham is a CFP-designated registered investment advisor at Northwest Asset Management, based in Pittsburgh, PA, with 13 years of industry experience. Kevion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,032 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.
Location
2000 Smallman St., Ste. 203A, Pittsburgh, PA, 15222
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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 ActivitiesSells Insurance
Kevion owns rental real estate, a tax and accounting business, and is an insurance producer selling life, disability, property, and casualty insurance, dedicating a few hours per week to each. He also owns GreenRose Wealth Management, LLC.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Focus Partners Wealth, LLC
Kailasa Capital Management LLC
Greenrose Wealth Management, LLC
Signify Wealth LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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