Daniel Lattimer
Daniel Lattimer is a registered investment advisor at Blacktower Financial Management (US) LLC, based in Andasol Marbella Malaga, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 479 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees for US-based asset management will not exceed 2% annually. UK pension management fees will not exceed 1.50% annually. Third-party managers may charge additional fees up to 1%.
Fee Estimator
Location
Andasol Business Centre Avenida, Andasol Marbella Malaga, 29604
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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
Daniel works as a financial advisor for SJB Global, providing financial advice to residents living outside the USA. This takes about half of Daniel's time, and he expects to derive 25% of his total yearly compensation from this business.
Employment History
Current Registrations
Blacktower Financial Management (US) LLC
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.