Latko Wealth Management manages investment portfolios and provides financial planning services to individuals, high-net-worth families, foundations, endowments, and institutional investors. Services include retirement planning, education planning, tax planning, and estate planning. Investment plans are designed to align with clients’ financial goals, objectives, and risk tolerance.
Assets Under Management$330M
Clients499
Advisors2
Avg. per Client$660K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$15K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically vary between 0.5% and 2.0% per year, depending on the amount invested, client circumstances, and scope of services. Accounts with higher investment amounts typically have lower fees. Latko Wealth Management may offer fees below or above the maximum annual fee for friends and family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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