How does the advisor help clients – Key Takeaways:
LATTICEWORK CAPITAL MANAGEMENT LLC is a trusted financial management firm that assists clients in achieving their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized investment strategies and financial planning services tailored to each client’s unique needs.
Facts and Insights:
- Assets Under Management: $2 billion
- Number of Advisors: 15
- Time in Business: 10 years
LATTICEWORK CAPITAL MANAGEMENT LLC has a proven track record of success, with a focus on delivering exceptional client service and achieving consistent, long-term investment returns. Their team stays informed on market trends and economic developments to provide clients with valuable insights and make informed investment decisions.
Financial Services Offered:
LATTICEWORK CAPITAL MANAGEMENT LLC offers a range of financial services to help clients achieve their financial goals. These include, but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types:
LATTICEWORK CAPITAL MANAGEMENT LLC works with a diverse clientele, including individuals, families, and small-business owners. They understand that each client has unique financial goals and tailor their services to meet their specific needs and preferences.
Fees & Compensation:
LATTICEWORK CAPITAL MANAGEMENT LLC charges a fee based on a percentage of the assets under management. This fee typically ranges from 1% to 2% of the total assets, depending on the complexity of the client’s financial situation. They do not receive commissions or compensation from third-party firms, ensuring their recommendations are always in their client’s best interest.
Background:
LATTICEWORK CAPITAL MANAGEMENT LLC was founded in 2011 by a team of experienced financial advisors with a passion for helping individuals and families achieve financial success. They have a fiduciary duty to act in their clients’ best interests at all times, providing transparent and ethical services.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LATTICEWORK CAPITAL MANAGEMENT LLC is required to disclose any potential conflicts of interest or legal or disciplinary events that may have a material impact on their business operations. They have a clean record with no disclosures, demonstrating their commitment to transparency and upholding high ethical standards.