Latham Financial offers personalized financial planning and investment management services. Latham Financial tailors investment strategies to individual client needs, goals, and risk tolerance. Latham Financial also provides investment consulting for self-directed investors, including portfolio reviews and advice on technology-related investments.
Assets Under Management$1.1M
Clients6
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under certain circumstances. Latham Financial may waive investment management fees for partial quarters when an account is opened near the end of a billing period, or for accounts with very small balances where fee collection would be operationally inefficient.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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