Investment Management Services and Fees
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
Investment Management Fees
> $2M: 0.85%
1M-2M: 1.0%
500k-1M: 1.1%
250k-500k: 1.2%
100k-250k: 1.3%
25k-100k: 1.5%
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)
- $55 per month or $600 per year (10% discount for annual) per account