Andrew White is a registered investment advisor at Latham Financial LLC, based in Ivyland, PA. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 6 clients with $1.1M 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 | 1.00% |
Fees may be negotiable under certain circumstances. Latham Financial may waive investment management fees for partial quarters when an account is opened near the end of a billing period, or for accounts with very small balances where fee collection would be operationally inefficient.
Fee Estimator
Location
Ivyland, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Latham Financial LLC
State Registrations1 state
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