Lathrop Investment Management Company

500 PLEASANT VALLEY DRIVE,, Little Rock, Arkansas 72227

SEC CRD#334458
Last ADV filed: 02/04/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.00%of assets under management

Detailed Fee Schedule

1.00% of the first $500,000 of assets under management; 0.75% of the next $500,000 of assets under management; 0.50% of assets over $1,000,000

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUM

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Lathrop Investment Management Company — Fiduciary Advisor Profile | FiduciaryListings