Latash Investments offers investment advice tailored to each client's needs, considering their goals, risk tolerance, and time horizon. They create and manage portfolios based on these discussions. Latash's recommendations include a variety of securities, including alternative investments. Much of their work involves using third-party investment managers as sub-advisers. Latash does not offer wrap fee programs.
Assets Under Management$1.5B
Clients8
Advisors3
Avg. per Client$190M
Avg. per Advisor$520M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
All fees are negotiable. Clients may pay additional fees to sub-advisers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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