Lathram Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$78,047,593
Total clients
78
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
78
Average account size
$1,000,610
Client services
Fee options
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)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Lathram Financial Group, LLC
Avon CO, United States
Number of offices
1
Forms ADV
Advisors at this firm
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