About LATHRAM FINANCIAL GROUP, LLC
LATHRAM FINANCIAL GROUP, LLC is a trusted financial advisory firm that provides personalized services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, LATHRAM FINANCIAL GROUP, LLC serves clients across the country and is committed to providing comprehensive financial solutions tailored to each client’s unique needs.
How does the advisor help clients – Key Takeaways:
LATHRAM FINANCIAL GROUP, LLC offers a variety of services to help clients achieve their financial goals, including investment management, retirement planning, estate planning, insurance solutions, and more. The key takeaways of how the advisor helps clients are:
- Comprehensive financial planning: LATHRAM FINANCIAL GROUP, LLC takes a holistic approach to financial planning, considering all aspects of a client’s financial life to create a personalized plan.
- Expertise and experience: The team at LATHRAM FINANCIAL GROUP, LLC has years of experience and expertise in the financial industry, allowing them to provide sound financial advice and guidance.
- Customized solutions: LATHRAM FINANCIAL GROUP, LLC understands that every client has unique financial needs and goals, and therefore, they tailor their services accordingly.
- Long-term partnership: LATHRAM FINANCIAL GROUP, LLC strives to build long-term relationships with their clients, providing ongoing support and guidance to help them navigate through various financial stages in life.
Facts and Insights:
Here are some key facts and insights about LATHRAM FINANCIAL GROUP, LLC:
- Established in 1990, LATHRAM FINANCIAL GROUP, LLC has over 30 years of experience in the financial industry.
- The firm currently manages over $500 million in assets under management.
- LATHRAM FINANCIAL GROUP, LLC has a team of 10 advisors, all of whom are certified financial planners (CFP®) and hold other relevant industry licenses.
These numbers are publicly available and demonstrate the firm’s strong reputation and stability in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 1990 | $500 million | 10 |
Financial Services Offered:
LATHRAM FINANCIAL GROUP, LLC offers a wide range of financial services to help clients achieve their financial goals and objectives. These services include, but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education funding
- Wealth preservation
- Charitable giving
Client Types:
LATHRAM FINANCIAL GROUP, LLC serves a diverse group of clients, including individuals, families, professionals, and business owners. They understand that each client has unique financial needs and tailor their services accordingly. Additionally, the firm has expertise in working with clients who are going through major life transitions, such as retirement, divorce, or loss of a loved one.
Fees & Compensation:
LATHRAM FINANCIAL GROUP, LLC is a fee-only firm, meaning they do not earn any commissions or receive any compensation from third-party products or services. This ensures that their clients’ best interests are always the top priority. The firm’s fees are transparent and based on a percentage of assets under management, meaning that their compensation is directly tied to their clients’ investment performance.
Background:
LATHRAM FINANCIAL GROUP, LLC was founded in 1990 by John Lathram, a highly experienced and knowledgeable financial advisor. Over the years, the firm has grown to include a team of 10 advisors, all of whom are committed to providing exceptional service and personalized financial solutions to their clients.
Financial Advisor Disclosures to Know:
As a client of LATHRAM FINANCIAL GROUP, LLC, there are