Lattanzi Financial Services (LFS) offers investment advice, manages client investments, and provides limited financial planning as part of asset management, at no additional cost. LFS creates diversified portfolios using stocks, ETFs, mutual funds, and bonds, based on each client's risk tolerance and financial goals. LFS manages accounts on both a discretionary and non-discretionary basis.
Assets Under Management$7.2M
Clients25
Advisors2
Avg. per Client$290K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% fee may be reduced based upon the amount of assets and the scope of the management services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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