James Hagedorn
James Hagedorn is a CFA-designated registered investment advisor at Chicago Partners Investment Group LLC, based in Chicago, IL, with 22 years of industry experience. James 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees generally range between 0.30% and 1.25% based on asset size, account composition, and complexity. Fees are negotiable.
Fee Estimator
Location
1 North Wacker Drive, Suite 4075, Chicago, IL, 60606
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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 →Employment History
Current Registrations
Chicago Partners Investment Group LLC
Previous Registrations
Chicago Partners Investment Group LLC
The Mosaic Financial Group, LLC
Pricewaterhousecoopers Investment Advisers LLC
State Registrations4 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.
Exams
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