Latticework Investment Management offers ongoing wealth management services, which include portfolio management and financial planning tailored to individual needs. The firm focuses on long-term equity investing, cost minimization, behavioral coaching, factor investing, tax sensitivity, and selective options strategies. Services are customized for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm acts in your best interest as a registered investment advisor and requires no account minimums, though a minimum annual fee applies.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable based on the nature, complexity, and scope of services, amount of assets managed, and pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...