Latour Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LaTour Asset Management, LLC provides investment advice and financial planning to individuals, high‑net‑worth clients, and corporations, and offers estate‑planning assistance. The firm does not directly manage client assets; instead it refers clients to registered third‑party money managers (TPMs) and assists with manager selection and onboarding.
After collecting client goals and risk tolerances, LaTour recommends suitable TPMs, delivers the TPMs’ disclosure materials, and monitors TPM performance and quarterly reporting on an ongoing basis; full financial plans are provided to clients who engage TPM services. LaTour does not accept discretionary trading authority or custody of client assets—implementation and trading are handled by the selected TPMs while LaTour receives referral and incentive payments from those managers.
Compared with many peers, LaTour’s brochure discloses multiple past regulatory events, including civil penalties in 2009 and 2010 for unapproved advertising and a 2021 state consent order that included a suspended $25,000 penalty, a $15,000 payment to an investor education fund, a six‑month suspension of a firm representative, and a three‑year period of heightened supervision. The firm also operates affiliated insurance businesses (owners devote substantial time to licensed insurance activities and earn commissions) and has referral/incentive arrangements and ownership ties with at least one recommended TPM, creating potential conflicts of interest the firm says it addresses through disclosure and supervision.
Client services
Expertise
Fee options
Estate planning services fixed fee from $200 to $2,000 based on complexity
$0+: 1.65% annually (Custom Indexing - Strategic and Allocation Portfolios) $0+: 1.50% annually (Strategic, Tactical, Private Wealth, Allocation, and Defined Outcome Portfolios) $0+: 1.00% annually (Preservation Portfolio)
Commissions received by firm representatives from insurance products sales
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 for Gradient Investments, LLC accounts Fee-only: Fixed fees for financial and estate planning ranging from $200 to $2,000 depending on complexity
Main office
2627 W. Republic Road, Suite A 112
Springfield MO 65807
Advisors at this office
4
Most active in
Alaska · Arkansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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