Alexander Sikarevich
Alexander Sikarevich is a registered investment advisor at Latitude Advisors, LLC, based in Yorkville, IL, with 25 years of industry experience. Alexander 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
Yorkville, IL
Get directionsHistory
Regulatory History (1)
Criminal
September 1988Other Business ActivitiesSells Insurance
Alexander owns AAS Accounting & Financial Svcs, dedicating a significant portion of his time to tax and accounting services. He is also a managing member of Pinpoint Forensic Accounting Services LLC and an independent insurance agent selling fixed insurance products, spending about 10% of his time on insurance sales. Finally, he works full-time as a financial professional for Harbor Financial, Inc.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Medallion Investment Services, INC.Broker
Genworth Financial Securities CorporationBroker
Hochman & Baker Securities, INC.Broker
State Registrations2 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.