Latin Securities provides customized investment management and consulting services for individuals, families, and institutional investors. Latin Securities helps clients align their portfolios with their personal goals, risk tolerance, and financial needs through ongoing monitoring and regular reviews. The firm builds diversified portfolios utilizing individual stocks, bonds, mutual funds, exchange-traded funds, private placements, alternative funds, structured products, and options. Latin Securities operates with a long-term investment approach but may adjust positions to meet market conditions or client cash needs. In addition to investment management, Latin Securities offers consulting services covering business planning and general financial guidance. The firm provides services through a wrap fee program, which bundles management and certain execution costs into a single fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be negotiable at the discretion of the firm. Related household accounts are combined for fee calculation purposes.