Ronald Latin
Ronald Latin is a CFP-designated registered investment advisor at Liberty Wealth Management, LLC, based in Hilton Head Island, SC, with 42 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Liberty Wealth Management may recommend independent managers through SEI Private Trust Company. The total fee for these services is 2.25% of your portfolio, which includes fees for SEI, the independent manager, and Liberty Wealth Management. Liberty Wealth Management's portion is 1.00%. You'll pay two fees if your assets are invested in mutual funds or ETFs: one to Liberty Wealth Management and one to the fund managers. Fees are negotiable.
Location
2 Corpus Christi Place, Suite 200, Hilton Head Island, SC, 29928
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Employment History
Current Registrations
Liberty Wealth Management, LLC
Previous Registrations
Liberty Wealth Management, LLC
Royal Alliance Associates, INC.
Liberty Capital Management, INC.
Royal Alliance Associates, INC.Broker
Financial Network Investment CorporationBroker
Dreher & Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
Multi-Financial Securities CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.