Lattice Wealth Advisors manages investment portfolios based on individual client needs, including goals, risk tolerance, and time horizon. They also offer financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. The firm uses fundamental analysis and passive investment strategies.
Assets Under Management$39M
Clients142
Advisors1
Avg. per Client$270K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.80% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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