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MM
CFP
MM
CFP

Matthew Mcconnell

Chicago Partners Investment Group LLC
27 Years of Experience
Honolulu, HI
View SEC Summary
View SEC Summary

Matthew Mcconnell is a CFP-designated registered investment advisor at Chicago Partners Investment Group LLC, based in Honolulu, HI, with 27 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,764 clients with $7.5B in assets under management.

Chicago Partners Investment Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,764 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$7.5B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fees generally range between 0.30% and 1.25% based on asset size, account composition, and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

201 Merchant Street, Suite 909, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew owns commercial real estate in Honolulu, HI since 2020. This activity is investment-related.

Employment History
Current Registrations
Chicago Partners Investment Group LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Chicago Partners Investment Group LLC
January 2022 - January 2022 · 0 mos
Chicago Partners Investment Group LLC
November 2020 - December 2021 · 1 yr 1 mo
Ameriprise Financial Services, LLC.
August 1999 - November 2020 · 21 yrs 3 mos
Ameriprise Financial Services, LLCBroker
June 1999 - November 2020 · 21 yrs 5 mos
Ids Life Insurance CompanyBroker
June 1999 - July 2006 · 7 yrs 1 mo
State Registrations1 state
HI
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.
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