Robert Fitzjarrald
Robert Fitzjarrald is a registered investment advisor at Latitude Advisors, LLC, based in Canton, IL, with 29 years of industry experience. Robert 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
143 W Chestnut St, Canton, IL, 61520
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2019Other Business ActivitiesSells Insurance
Robert owns rental real estate, works as a CPA/shareholder at Hocker, Fitzjarrald & Richardson, PC (taking about a third of his time), offers investment advisory services, and assists customers with fixed annuities. He dedicates minimal time to his rental properties and a few hours per week to annuities and advisory services.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Medallion Investment Services, INC.Broker
Securities Service Network, INC.Broker
State Registrations12 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.