Advisor at Latitude Advisors, LLC
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Firm
Latitude Advisors, LLC
Location
Wellington, FL
Credentials
Series 63, Series 65
Industry experience
27 years
James Pankey is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Latitude Advisors since 2019 and GWN Securities Inc. since 2011, while also maintaining a full-time CPA practice. Pankey is based in Wellington, FL. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.
Based on Latitude Advisors, LLC
Based on Latitude Advisors, LLC
Fixed fees up to $10,000 for broad based financial planning services, possibly higher with notification
$0 - $1,000,000: Up to 2.00% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00% $0 - $1,000,000: Up to 1.5% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%
Certain associated persons earn commissions as registered representatives and insurance agents; commissions are separate from advisory fees
Up to $250/hour for specific financial planning services
Negotiable retainer fees for ongoing financial planning and consulting services
Fee-only: Fixed fees up to $10,000 for broad based financial planning services; hourly fees up to $250/hour for specific services; negotiable retainer fees for ongoing consulting
Wellington, FL
Florida
Latitude Advisors, LLC
2019 - Present (7 years)
Gwn Securities Inc.
2011 - Present (15 years)
James P. Pankey, Cpa
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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