Lattice Financial (LF) is a fee-only registered investment advisor that manages investment portfolios and provides financial planning services. LF creates personalized investment plans based on a client's goals, risk tolerance, and financial situation. Financial planning services cover retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. LF can provide one-time or ongoing financial planning services.
Assets Under Management$3.9M
Clients11
Advisors1
Avg. per Client$360K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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