Alan Howard Fryman

Latitude Advisors, LLC

25 Years of Experience

View SEC Summary

Firm Information

Latitude Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

68 advisors

Number of Clients

1,675 clients

Average Client Portfolio

$227K average

Assets Under Management

$379.5M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $5.0M	1.50%
$5M+	1.00%

Fees listed are 'up to' the stated percentage. Lower fees apply to Latitude Model Managed Accounts.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:Up to $10,000

Hourly Rate:Up to $250/hr

Financial planning fees are fixed (up to $10,000), hourly (up to $250/hour), or retainer-based, depending on the service's complexity. Portfolio management fees are based on a percentage of assets managed, billed quarterly in arrears. Fees are negotiable based on assets, investments, and financial circumstances. The firm may share fees with sub-advisors. Some advisors are also registered representatives and insurance agents, potentially earning commissions from product sales.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningInsurance PlanningBusiness Owners

Advisor Information

Office location

Vero Beach, FL

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.