Darlene Mcgrath
Darlene Mcgrath is a registered investment advisor at Latitude Advisors, LLC, based in Steger, IL, with 3 years of industry experience. Darlene 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
Steger, IL
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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
Darlene has a CPA practice where she provides bookkeeping, accounting, and tax preparation services, dedicating nearly full-time hours to it. She is also an investment advisor representative with Latitude Advisors, LLC, and spends a few hours per week on this. Darlene obtained an insurance license to service variable annuity clients and items related to life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
State Registrations3 states
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