Craig Perkins is a registered investment advisor at Latitude Advisors, LLC, based in Arlington Heights, IL, with 34 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,675 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Latitude Advisors charges a percentage of your portfolio value each year for investment management. The exact rate depends on the specific model used and the amount you invest.
For IA Managed Accounts, Navigator, and Third Party Research Model Managed Accounts:
- Up to 2.00% on the first $1,000,000
- Up to 1.50% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
For Latitude Model Managed Accounts:
- Up to 1.5% on the first $1,000,000
- Up to 1.25% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
These fees are billed quarterly, based on the value of your investments at the end of each quarter. Fees are negotiable.
Location
Arlington Heights, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig works as an independent contractor for Integrity Insurance Financial Services, selling fixed and health insurance, dedicating about half his time to this role. He also spends about 10-20% of his time as a senior advisor, locating cash flow savings for businesses and referring them to people that can execute the savings.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Gwn Securities INC.
Previous Registrations
Kovack Securities INC.Broker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Kovack Advisors, INC.
Swbc Investment Company
Swbc Investment Services, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Clifton Gunderson Financial Advisors L.L.C.
Cg Brokerage L.L.C.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Nsa Securities Corporation
Nsa Securities CorporationBroker
Mfi Investments CORP.Broker
Laughlin Group Advisors, INC.Broker
First of America Brokerage Service, INC.Broker
Hochman & Baker Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.