Why Work With Us
The Biggest problem we here from clients who are referred into us is most people leave their financial advisor confused about whats happening with their money or what they own. We never want any of our clients to leave our office confused, that's why our core values focus on education and transparency. So many individuals get sold a product because it benefits the advisor and not the investor. When you work with Latko Wealth Management we do our best to make sure you understand everything that is taking place with your future.
At Latko Wealth Management Ltd. we are not brokers, we do not earn transaction commissions and you know all of your cost up front. As a Registered Investment Advisor we are legally bound to work in your best interest. Under the Investment Advisers Act of 1940, registered investment advisors are held to a fiduciary standard of care. By law, they must ensure that each investment recommendation they make is based on your best interest. In the event that a conflict of interest should arise, RIAs are required to let you know in advance. Additionally, they are required to have a written code of ethics that governs their actions and fully discloses how they are compensated.
Watch the video below to understand why a Fiduciary so important
Our mission at Latko Wealth Management Ltd. is to deliver tailored investment and planning solutions with a fee-based service to every client. You will receive guidance and insight free of any conflict of interest and we do not sell products or receive commissions. As a fiduciary, your interests must always come first.
LOW FEES AND TRANSPARENCY
Most of our clients pay between .95% and 1.25% of assets under management for investment expertise depending on the size and complexity of the account. Your costs will be clearly defined and easy to understand with expenses kept low (0.05%-0.25% annually) by using low-cost Exchange Traded Funds (ETFs) and mutual funds. We do not charge our clients for office appointments or phone calls.
Investment management is done in the context of an overall financial plan, taking into account taxes, estate issues, and all portfolio assets held here and away. Each plan is designed to have a clear picture of how the investments we manage fit into your personal situation.
With state-of-the-art cloud-based software, we run a series of scenario analyses to provide a dynamic, continuously updated view of your financial situation today, and in the future. The goal is simple: to help successful individuals simplify their personal finances and plan for the future with confidence.
Your goals, age, and attitude toward risk are very important when deciding what types of investments are appropriate for your individual portfolio. We are always monitoring your risk appetite every time you come in for a review to get an updated understanding of just where you want to head.