Lateef Investment Management Review


Trust Score 85%
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Lateef Investment Management, federally registered in 1974, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 3 advisors. Lateef Investment Management manages $1 billion and provides investment advisory services for 596 clients (1:199 advisor/client ratio).

Lateef Investment Management requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 199 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $10,000
Average Account AUM $1,776,197
Hybrid Advisor No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:199
Headquarters San Rafael, CA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $10,000,000 1.00%
$10,000,001+ 0.50%


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