Donald Corl is a registered investment advisor at Latitude Advisors, LLC, based in Yorkville, IL, with 43 years of industry experience. Donald 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
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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
Donald is an insurance agent selling term insurance since 1997, dedicating about 10-20% of his time. He is also an IA Rep with Latitude Advisors, LLC, spending minimal time, and assists clients with financial needs and goals through United Asset Group, taking up nearly full-time hours.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Medallion Investment Services, INC.Broker
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
Waddell & Reed, INC.Broker
Ids Marketing CorporationBroker
Ids/american Express INC.Broker
John Hancock Distributors, INC.Broker
State Registrations4 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.