Lathram Financial Group is a wealth management firm specializing in investment advisory services for families, small businesses, and corporate executives. They offer investment management, financial planning, retirement plan advisory, and consulting services. Lathram Financial Group aims to help clients build, manage, and preserve their wealth to achieve their financial goals.
Fee Structure
Lathram Financial Group charges a fee based on a percentage of the assets they manage for you. The exact percentage is determined by a tiered fee schedule outlined in your client agreement. The annual investment advisory fees will not exceed 2.00%. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. The fees are billed quarterly in advance, and you authorize Lathram Financial Group to debit your account directly.