Mark Toledo is a CFA-designated registered investment advisor at Chicago Partners Investment Group LLC, based in Chicago, IL, with 28 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,384 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chicago Partners Wealth Advisors charges an annual fee based on a percentage of the assets they manage, generally between 0.3% and 1.25%. The exact fee depends on factors like the amount of assets, complexity, and scope of services. There is a $5,000 annual minimum fee for investment management services. For the Chicago Partners Optimized Intelligent Portfolios Platform, the annual fee is 0.60% for accounts valued at $500,000 or greater and 0.65% for accounts valued at less than $500,000.
Location
1 North Wacker Drive, Suite 4075, Chicago, IL, 60606
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 Activities
Mark is the President of Total Portfolio Management, LLC, an inactive RIA, since 2003. He maintains the registration for potential future use, dedicating minimal time to this activity.
Employment History
Current Registrations
Chicago Partners Investment Group LLC
Previous Registrations
Chicago Partners Investment Group LLC
Total Portfolio Management, LLC
Mesirow Financial Investment Management, 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.