Chelsei Latsch
Chelsei Latsch is a CFP-designated registered investment advisor at Antonelli Financial Advisors, LLC, based in Grosse Pointe, MI, with 6 years of industry experience. Chelsei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 193 clients with $230M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Fees may be negotiable (higher or lower), based on unusual circumstances, pre-existing relationships, or complexity of planning.
Fee Estimator
Location
16824 Kercheval Place, Suite 202, Grosse Pointe, MI, 48230
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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 →Employment History
Current Registrations
Antonelli Financial Advisors, LLC
State Registrations3 states
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