Latitude Advisors, LLC
Assets Under Management
$379.5M
Number of Clients
1,675
Number of Advisors
68
Average Client AUM
$227K
AUM per Advisor
$5.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Latitude Advisors, LLC provides personalized investment advisory services including financial planning, portfolio management, selection of other advisors, and pension consulting. Services are tailored to individual client needs and objectives. They offer model portfolios and predefined investment strategies.
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
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.
Areas of Practice
Location
FL, United States