Latitude Advisors is a registered investment advisor offering customized investment portfolio management and financial planning services to individuals, families, businesses, and retirement plans. Latitude Advisors builds diversified portfolios using tactical asset allocation models, momentum-based models, or third-party research strategies. In addition to managing investments, Latitude Advisors provides comprehensive financial planning covering cash flow analysis, debt management, retirement savings, education planning, tax strategies, insurance needs, and business planning. Clients can choose from several portfolio management options, including discretionary and non-discretionary management. Latitude Advisors also offers pension consulting services for employee benefit plans and selects third-party money managers when appropriate for a client's needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Rates shown are the maximum percentages for managed accounts, Navigator, and third-party research models. Latitude model accounts have slightly lower maximum rates (1.50% for the first tier, 1.25% for the second tier, and 1.00 for accounts over $5M). Fees are negotiable.