Craig Preisendefer
Craig Preisendefer is a CFP-designated registered investment advisor at Latitude Advisors, LLC, based in Pittsburgh, PA, with 13 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
Pittsburgh, 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
Craig is employed by Newark InOne-Sales/Technology Solutions, dedicating over half of his time to this activity. He also owns Visionwide Consulting, a business consulting firm, and spends a few hours per week on it. Craig spends about a quarter of his time on insurance sales and about 10-20% of his time on investment services with Associate Planning / Penn Planners.
Employment History
Current Registrations
Latitude Advisors, LLC
Previous Registrations
Hornor, Townsend & Kent, INC.
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
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