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(562) 346-3390

Transparent Pricing

Investment Management Fee Base

Assets under managementCumulative AUMAnnual fees
First $500,000$ 0 - $ 500,0001.00%
Next 1.5 million$ 500,001 - 2,000,0000.80%
Next 3 million$ 2,000,001 - $5,000,0000.70%
All assets above $5,000,000$ 5,000,001 +0.55%
*Financial, Tax, and Estate Planning services are included for Latham Wealth Clients

Hourly rates

Additional tax and financial planning services available at an hourly rate - $250 hr 

Schedule free 30 minute consultation

Financial, Tax, and Estate Planning services are included for Latham Wealth Management Clients.

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Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help you work towards making your investment goals a reality.

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  • CLIENT PORTFOLIO MANAGEMENT

    Includes- Analysis of clients’ portfolio. Pinpoint the level of risk clients currently has and show them the actual risk current investments carry.

    Meetings Per Year 1-2 Meetings

    Retainer Fees $250

    Align portfolio to match risk comfort level check

    Stress test investments against past market crises check

    Financial Position Statement –

    Cash Flow Planning –

    Financial Risk Management –

    Employment Benefits Review –

    Education Planning –

    Estate Planning –

    Retirement Planning –

    Investment Planning –

    Special Needs & Dependent Care –

    Small Business Retirement –

    Tax Planning Coordination (with your tax advisor) –

    Charitable Planning –

    Executive Compensation –

    Business Succession –

    Family CFO Services –

    Trust Services –

    Complex Scenarios –

    I’m Interested

  • WEALTH PLANNING FUNDAMENTALS

    Meetings Per Year 2 Meetings on Average

    Retainer Fees $1,000

    Align portfolio to match risk comfort level –

    Stress test investments against past market crises –

    Financial Position Statement check

    Cash Flow Planning check

    Financial Risk Management check

    Employment Benefits Review check

    Education Planning check

    Estate Planning check

    Retirement Planning check

    Investment Planning –

    Special Needs & Dependent Care –

    Small Business Retirement–

    Tax Planning Coordination (with your tax advisor) –

    Charitable Planning –

    Executive Compensation –

    Business Succession –

    Family CFO Services –

    Trust Services –

    Complex Scenarios –

    I’m Interested

  • WEALTH PLANNING STANDARD

    Meetings Per Year 4 Meetings on Average

    Retainer Fees $2,500

    Align portfolio to match risk comfort level –

    Stress test investments against past market crises –

    Financial Position Statement check

    Cash Flow Planning check

    Financial Risk Management check

    Employment Benefits Review check

    Education Planning check

    Estate Planning check

    Retirement Planning check

    Investment Planning check

    Special Needs & Dependent Care check

    Small Business Retirement check

    Tax Planning Coordination (with your tax advisor) check

    Charitable Planning check

    Executive Compensation –

    Business Succession –

    Family CFO Services –

    Trust Services –

    Complex Scenarios –

    I’m Interested

  • WEALTH PLANNING PREMIUM

    Meetings Per Year Unlimited Meetings

    Retainer Fees $8,000

    Align portfolio to match risk comfort level –

    Stress test investments against past market crises –

    Financial Position Statement check

    Cash Flow Planning check

    Financial Risk Management check

    Employment Benefits Review check

    Education Planning check

    Estate Planning check

    Retirement Planning check

    Investment Planning check

    Special Needs & Dependent Care check

    Small Business Retirement check

    Tax Planning Coordination (with your tax advisor) check

    Charitable Planning check

    Executive Compensation check

    Business Succession check

    Family CFO Services check

    Trust Services check

    Complex Scenarios check

    I’m Interested


    LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.