Investment Management Services and Fees

Investment Services

  • Personal and Current Portfolio Risk Analysis and Alignment
  • Portfolio Level and/or Account Level Asset Class Over/Under Weightings
  • Initial and Ongoing Security and Strategist Selection
  • Ongoing Security Research and Manager Due Diligence
  • Ongoing Portfolio Oversight
  • Performance Reporting Tools
  • Investment Strategies Reviews
  • Monte Carlo Analysis Tools
Our Approach

Investment Management Fees

>$5M: 0.50%

2M-5M: 0.85%

1M-2M: 1.0%

500k-1M: 1.1%

250k-500k: 1.2%

100k-250k: 1.3%

25k-100k: 1.5%

Free Portfolio Risk Analysis

Outside Investment Oversight

  • For accounts not custodied with Latitude or on their platforms such as your current employer retirement accounts- 401(k)s, 403(b)s, 457, etc…
  • Specific investment recommendations
  • Annual risk analysis
  • Quarterly investment allocation adjustments (as necessary)
  • Cost: 50% of our Investment Management Fee schedule
Our Approach