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Edward Malysiak

36 Years of Experience
Chicago, IL
1 Disclosure

Edward Malysiak is a registered investment advisor at Chicago Capital, LLC, based in Chicago, IL, with 36 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 838 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
838 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$4.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are individually determined and may vary from client to client. Fees may be waived or reduced for certain clients.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

135 S. Lasalle, Ste. 4200, Chicago, IL, 60603

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2005
Award / Judgment
Other Business Activities

Edward is a member of the Investment Policy Committee for The Carle Foundation, a non-profit hospital in Urbana, IL. He attends 3-4 meetings per year and receives approximately $4,500 to $6,000 annually.

Employment History
Current Registrations
Chicago Capital, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
William BlairBroker
April 2004 - June 2024 · 20 yrs 2 mos
William Blair & Company L.L.C.
April 2004 - June 2024 · 20 yrs 2 mos
Optimum Investment Advisors LP
January 2004 - April 2004 · 3 mos
Rothschild Investment CorporationBroker
February 1987 - June 2001 · 14 yrs 4 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
Edward Malysiak - Financial Advisor | TrueAdvisor