• 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

>$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%

• 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