LatWealth Financial Advisors is an independent wealth management firm that offers comprehensive financial planning and investment management services. LatWealth helps clients navigate various stages of life, from early career wealth accumulation to retirement income planning. The firm uses a institutional manager allocation strategy, building diversified portfolios primarily with low-cost exchange-traded funds, mutual funds, and separately managed accounts overseen by third-party managers. LatWealth operates as a fiduciary, meaning the firm is legally required to act in your best interest. In addition to investment management, LatWealth provides structured financial planning covering cash flow, retirement projections, and risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual advisory fee is up to 1.25%, billed monthly based on the market value of assets.