Five Star award winner David W. Latko & David W. Latko Jr.

Why Work With Us?

When we talk about the ways that wealth and financial stability can define an individual, it has little to do with a balance sheet, and more to do with a balanced life. As your trusted advisor, we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you. There is so much more than just finding the appropriate investments for your situation, there's a tailor made process that each client can experience to help meet all of their needs in life, we don't stop at investing, that's just where we begin...

The Biggest problem we hear 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.

127 PERSONAL TOUCHES A YEAR
We want to make sure our clients get the attention they deserve, that's why we go out of our way to make sure we have a minimum of at least 77 different interactions with you each year.

Weekly News Letters - 104 Monthly Statements - 12 Invites to Client Events - 2-4 Quarterly Paper Reviews - 4 Semi/Annual Review - 2 Client Seminars - 2 Birthday Cards - 1

INDEPENDENT GUIDANCE
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 .80% and 1.35% 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%-0.35% annually) by using low-cost Exchange Traded Funds (ETFs) and mutual funds. We do not charge our clients for office appointments or phone calls.

COMPREHENSIVE VIEW
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.

DYNAMIC PLANNING
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.

ASSET ALLOCATION
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.

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This award was issued on 10/1/23 by Five Star Professional (FSP) for the time period 1/9/23 through 7/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 5,549 Chicago-area wealth managers were considered for the award; 405 (7% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4912, 384, 8%, 10/1/22, 1/24/22 - 7/29/22; 2021: 5635, 382, 7%, 10/1/21, 12/28/20 - 8/6/21; 2020: 4636, 356, 8%, 10/1/20, 1/6/20 - 8/7/20; 2019: 5430, 429, 8%, 10/1/19, 1/7/19 - 8/9/19; 2018: 5449, 435, 8%, 10/1/18, 1/12/18 - 8/17/18; 2017: 3781, 438, 12%, 10/1/17, 12/16/16 - 8/3/17; 2016: 3411, 725, 21%, 9/1/16, 2/26/16 - 8/19/16; 2015: 5833, 716, 12%, 10/1/15, 2/4/15 - 8/3/15; 2014: 8161, 744, 9%, 10/1/14, 2/4/13 - 8/3/13; 2013: 3998, 772, 19%, 10/1/13, 2/4/12 - 8/3/12; 2012: 2970, 780, 26%, 10/1/12, 2/4/11 - 8/3/11.

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Latko Wealth Management, Ltd. A Registered Investment Advisor.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.