Craig Perkins
Craig Perkins is a registered investment advisor at Latitude Advisors, LLC, based in Arlington Heights, IL, with 34 years of industry experience. Craig 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
Arlington Heights, IL
Get directionsHistory
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 Registrations1 state
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
More Advisors
- Daniel Smyczynski, CFPAusdal Financial Partners, INC.
- John Lancaster, CFP, ChFCAusdal Financial Partners, INC.
- Nicholas Bova, CFP&partners
- Patrick Mcgough, CFAGeometric Wealth Advisors, LLC
- Bradley Walton, CFP, PFS
- Marvin Reinglass, CFP, PFS