Advisor at Lattice Wealth Advisors
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Firm
Lattice Wealth Advisors
Location
Chattanooga, TN 37411
Credentials
Series 66
Industry experience
18 years
Kevin Laman is the sole advisor at Lattice Wealth Advisors, an independent firm based in Chattanooga, TN. He holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Innovative Advisory Partners, LPL Financial, Franklin Wealth Management, and Solomonwood Financial Advisors. Lattice Wealth Advisors provides individualized portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and small businesses. The firm combines fundamental security analysis with passive, asset-class-based portfolio construction, using index mutual funds and ETFs alongside tailored security selection, and offers discretionary management and ongoing client reporting.
Based on Lattice Wealth Advisors
Financial planning fixed fees range from $750 to $2,500
$0 - $100,000: 1.80% $100,001 - $250,000: 1.45% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.05% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.95% $10,000,000+: 0.80%
$200 per hour for financial planning if fixed fee not chosen or for additional work
Ongoing financial planning fee of $100 per month for accounts under $100,000
Fee-only: Financial planning fixed fees range from $750 to $2,500; $100/month ongoing planning fee for accounts under $100,000; hourly rates $200/hour
4610 Brainerd Rd, Unit 6
Chattanooga, TN 37411
Georgia · Tennessee
Lattice Wealth Advisors, LLC
2019 - Present (7 years)
Innovative Advisory Partners, LLC
2013 - 2019 (6 years)
LPL Financial
2013 - 2018 (5 years)
Franklin Wealth Management
2013 - 2018 (5 years)
Solomonwood Financial Advisors
2006 - 2019 (13 years)
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