Steven Latham is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Altoona, WI, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1565 Bluestem Blvd., Altoona, WI, 54720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven spends about a quarter of his time at Bernicke Wealth Management, a Registered Investment Advisor (RIA). He also dedicates minimal time to being President of the board at Eau Claire Golf and Country Club and a board member at the Children's Museum of Eau Claire.
Employment History
Current Registrations
Private Client Services, LLCBroker
Bernicke Wealth Management
Previous Registrations
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Packerland Brokerage Services, INC.Broker
State Registrations1 state
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.