Michael Strasser
Michael Strasser is a registered investment advisor at Chicago Partners Investment Group LLC, based in Manhattan, MT, with 20 years of industry experience. Michael 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
Manhattan, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a board member and shareholder of Ambature, a technology and materials science company, since 2013, dedicating a few hours per week. He also owns and manages Six Bears Holdings, LP, a small hay farm, since 2019, also dedicating a few hours per week.
Employment History
Current Registrations
Chicago Partners Investment Group LLC
Previous Registrations
Chicago Partners Investment Group LLC
Ponderosa Wealth Management
Ponderosa Wealth Management
State Registrations1 state
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