Latitude Investment Group (LIG) offers investment advice and financial planning services tailored to clients' needs and investment objectives. LIG provides both discretionary and non-discretionary investment advisory services through managed account programs. LIG may recommend third-party money managers to manage client assets. LIG also offers financial planning consulting services including risk assessment, investment planning, and estate planning.
Fee Structure
Latitude Investment Group's (LIG) asset management fees are charged monthly and based on the size of your portfolio and the complexity of services provided. The maximum annual advisory fee is 2%. If LIG uses a third-party money manager, the fee includes the sub-advisor's fee. Consulting services are included in these fees, except in unique circumstances that may require a separate agreement for financial planning services.