Broker Check

A Fiduciary Standard Built for YouStop giving away your hard-earned savings to high-fee advisors.

Latshaw Wealth Management offers an incredibly lean comprehensive management rate. Maximize your compound growth by keeping your money working directly for you.

0.50%

LWM Advisory Fee

The typical full-service industry fee averages between 1.00% to 1.50%. Keeping your fee ceiling at 0.50% preserves thousands of dollars and maintains critical growth momentum over time.

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Exceptional ValueWhy Choose Latshaw Wealth Management?

  • Guaranteed 0.50% Cap: Avoid hidden wrap-fee overrides, tiered schedule traps, or operational account surcharges.
  • 100% Fiduciary: Legally obligated to act strictly in your personal best financial interest at all times.
  • Seamless Rollovers: Comprehensive transfers and management for traditional 401(k), 403(b), TSP, and existing traditional IRAs, Roth IRAs, and standard brokerage accounts.

How Much More Money Will You Keep?

Over a multi-decade investing window, even small basis point differences significantly alter your final net worth. Test your projected account growth with Latshaw Wealth's low fee framework.

$
1.00% 1.25% 1.50%
5 Years 25 Years 40 Years
Total Capital Saved From Fees
$520,635

Calculated assuming your selected alternative broker setup versus Latshaw's flat 0.50% baseline standard.

Balance at 0.50% fee (Latshaw): $3,020,932
1.25% Competitor Balance: $2,500,296
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The Reality of Financial Advisory Cost Layouts

The Reality of Financial Advisory Cost Layouts

Many investors consider a minor variance in basis points to be trivial. However, because advisory fees are pulled directly out of your underlying asset base every year, they compounding-erode your long-term return potential.

"A seemingly minor layout change in recurring fees can silently drain tens of thousands from a terminal account balance over a normal multi-decade investment timeline."

Latshaw Wealth Management strips away hidden marketing overhead, asset qualification markups, and layered planning costs. Our clear 0.50% fee ceiling keeps your hard-earned capital running efficiently.

Median Asset Management Fee Structural Layouts

Data source reflecting median advisory structural charges across typical wealth management practices. Charges often increase significantly at asset tiers below one million.

Three Easy Steps to Keep More of Your Money

Transitioning your accounts to Latshaw Wealth Management requires zero operational heavy lifting on your part.

Connect Your Documents

Provide your latest account statement from your workplace 401(k), old employer retirement plan, or your active standard brokerage or IRA account.

Build Your Custom Blueprint

Latshaw Wealth Management will design an optimized portfolio transition blueprint targeting low cost-basis index allocations matching your risk tolerances.

Authorize and Automate

We initiate an institutional direct transfer. Your capital transitions cleanly with absolute protection against tax penalties or early liquidation distribution events.

Ready to lock in your 0.50% management rate?

Enter your details below. Latshaw Wealth Management will coordinate a free, no-obligation fee analysis review.

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