Latin Securities Inc (LS) offers customized investment advisory solutions through personal contact and interaction. LS provides discretionary and non-discretionary investment management and financial consulting services. LS determines a client’s investment needs by reviewing their risk tolerance, financial situation, and investment objectives. LS also offers a wrap fee program.
Assets Under Management$25M
Clients11
Advisors7
Avg. per Client$2.3M
Avg. per Advisor$3.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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