Harold Kalkstein
Harold Kalkstein is a registered investment advisor at Latitude Advisors, LLC, based in Yorkville, IL, with 43 years of industry experience. Harold 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
Yorkville, 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
Harold is involved in several businesses, including real estate/relo/meeting planning, P&C insurance, group insurance, wholesale-retail marine accessories, and rental properties. He also owns Personnel Resource Consultants, Inc., which operates through several DBAs.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Princor Financial Services CorporationBroker
Fortune Financial Services, INC.Broker
Bcg Securities, INC.Broker
American General Securities IncorporatedBroker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Westco Investment CORP.Broker
Nathan & Lewis Securities, INC.Broker
Shearson Lehman Brothers INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.