How does the advisor help clients – Key Takeaways:
LATITUDE ADVISORS, LLC is a financial advisory firm that offers a range of services to help clients achieve their financial goals. With a team of experienced advisors and a client-centric approach, they provide personalized solutions that cater to the unique needs and objectives of each individual.
Some key takeaways to note about how LATITUDE ADVISORS, LLC helps clients include:
- Personalized financial solutions designed for each client’s unique needs
- A client-centric approach that prioritizes the client’s goals and objectives
- A team of experienced and knowledgeable advisors
- A range of financial services to address a variety of needs and situations
Facts and Insights
LATITUDE ADVISORS, LLC has been in the financial advisory business for over 15 years and has established a strong reputation for providing high-quality services. Their team of advisors has a combined experience of over 50 years in the industry, which allows them to offer valuable insights and expertise to their clients. This firm takes a comprehensive approach to financial planning and addresses various aspects such as investment management, retirement planning, tax planning, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million + | 10+ | Over 15 years |
Financial Services Offered
LATITUDE ADVISORS, LLC offers a range of financial services to help clients achieve their financial goals. Some of the services provided by this firm include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Educational planning
Client Types
The team at LATITUDE ADVISORS, LLC works with a diverse range of clients, including high net worth individuals, families, business owners, and professionals. They understand that each client has unique financial needs and priorities, and they tailor their services accordingly to deliver the best outcomes.
Fees & Compensation
At LATITUDE ADVISORS, LLC, fees are calculated based on a percentage of assets under management, with a minimum annual fee of $2,500. They believe in transparent and straightforward fee structures, and their advisors do not receive any commissions or incentives for selling financial products. This ensures that their recommendations are always in the best interest of their clients.
Background
Founded in 2005, LATITUDE ADVISORS, LLC was created with the vision of providing personalized and comprehensive financial planning and investment management services. The firm is based in New York, with additional offices in California and Texas. They have a team of 10+ advisors who are committed to delivering exceptional service to their clients.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s essential to be aware of any potential conflicts of interest or disclosures regarding their services. Some important disclosures to know about LATITUDE ADVISORS, LLC include:
- They may recommend affiliated products or services, for which they may receive compensation.
- Their advisors may have other business activities outside of their role at the firm.
- They may receive referral fees for recommending certain products or services.
Despite these disclosures, clients can trust that the team at LATITUDE ADVISORS, LLC is committed to acting in their best interests and providing honest and transparent advice.