Craig Horvath
Craig Horvath is a CFP, ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Joliet, IL, with 29 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
1504 Essington Road, Suite 6, Joliet, IL, 60435
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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 involved in several business activities, including Horvath Planning & Wealth Management LLC, Integrated Financial Partners, and Integrated Wealth Concepts, primarily as DBAs for his LPL business and as a Registered Investment Advisor. He also works as an agent for non-variable insurance through National Life Corporation, Universal Financial Consultants, and Level Four Insurance Services, selling various insurance products.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Level Four Advisory Services
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 states
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