Donald Corl
Donald Corl is a registered investment advisor at Latitude Advisors, LLC, based in Hollidaysburg, PA, with 43 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,590 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Rates shown are the maximum percentages for managed accounts, Navigator, and third-party research models. Latitude model accounts have slightly lower maximum rates (1.50% for the first tier, 1.25% for the second tier, and 1.00 for accounts over $5M). Fees are negotiable.
Fee Estimator
Location
Hollidaysburg, PA
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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.
Exams
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