Advisor at Lathram Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lathram Financial Group, LLC
Location
Avon, CO
Credentials
Series 66
Industry experience
17 years
Financial Planning Fees range from $500 to $15,000 (fixed fee, agreed in advance); Consulting Services Fees range from $2,500 to $30,000 (fixed fee, agreed in advance)
$0 - : Not explicitly stated but implied by tiered schedule: Up to 2.00% annually, tiered schedule applied per individual account with discounts for larger asset levels; exact tier breakpoints and rates not fully detailed in brochure excerpt N/A - N/A: Fees vary by account size and complexity; negotiated on a case-by-case basis
$200 per hour for prorated refunds on terminated financial planning or consulting agreements
Account minimum: $100,000 initial account value (may accept accounts for less)
Vail Associates
2008 - Present (18 years)
Billion Dollar Mentoring
2008 - 2018 (10 years)
Lathram Financial Group
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Avon, CO
Edward Jones
Series 63, Series 65
Avon, CO
Merrill
Michael Starratt is a Private Wealth Advisor at Merrill Private Wealth Management with over 35 years of experience in the investment industry, all with Merrill. He specializes in advising clients with complex investment needs, including business owners, their families, retirement plans, and non-profits. Michael focuses on guiding diverse groups toward common financial goals and is committed to transparency and straightforward investment approaches. Michael holds a Bachelor's degree from the University of California, Berkeley, and maintains the Certified Investment Management Analyst® (CIMA®) designation. Throughout his career, he has been recognized for his expertise, including being named to Barron's Top Institutional Consultants list from 2015 through 2019. As of January 2026, he and his team advise on assets totaling over $3 billion. Outside of his professional work, Michael volunteers with Ready To Succeed. He enjoys a variety of sports such as beach volleyball, paddleboarding, skiing, golf, swimming, and tennis. He lives with his wife, Betsy, and their three daughters.
CFP®, CFA®, Series 66
Avon, CO
Orographic Financial Advisors
Series 65
Avon, CO
Asset Strategies Group, LLC
CFP®, Series 63, Series 65
Avon, CO
Orographic Financial Advisors
Series 63, Series 66
Vail, CO
GBM Wealth Management, Inc.
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