Michael Russo
Michael Russo is a registered investment advisor at Chicago Investment Advisory Group, based in Mokena, IL, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 713 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a per client basis.
Fee Estimator
Location
Mokena, IL
Get directionsHistory
Regulatory History (2)
Regulatory
February 2009Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Michael is the president and 100% owner of Chicago Investment Advisory Group, where he spends about 10% of his time on independent insurance sales and 90% of his time as a registered investment advisor. He also owns TM Mokena Properties LLC, a commercial property.
Employment History
Current Registrations
Chicago Investment Advisory Group
Previous Registrations
J.W. Cole Financial, INC.Broker
American General Securities IncorporatedBroker
Chicago Investment Advisory Council, INC.
Chicago Investment Advisory Council, INC.
Franklin Financial Services CorporationBroker
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.