How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and investment management services.
- Offers personalized strategies to help clients achieve their financial goals.
- Utilizes a team-based approach to provide expert advice and guidance.
- Offers ongoing support and advice to help clients navigate through market changes.
Facts and Insights
LATTICE FINANCIAL, LLC is a leading financial advisory firm that specializes in providing clients with expert financial advice and guidance. The firm is dedicated to helping clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 6 | 10 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- Individuals and families
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation
LATTICE FINANCIAL, LLC operates on a fee-only model, meaning they do not receive any commissions for recommending specific products or investments. Their fees are transparent and based on a percentage of assets under management.
Background
LATTICE FINANCIAL, LLC was founded 10 years ago by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm has since grown to a team of 6 advisors who specialize in different areas of financial planning and management.
Financial Advisor Disclosures to Know
LATTICE FINANCIAL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interests of their clients at all times. Furthermore, they have a clean regulatory record with no disciplinary actions or conflicts of interest.