AO
CFP
AO
CFP

Andrew Alan Ohman

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
177 advisors
Number of Clients
4,540 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$62.0B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.10%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Fees may be negotiable. Minimum fee is the lesser of $25,000 or 2.00% of Managed Assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$25,000
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Location

444 W. Lake Street, Suite 4700, Chicago, IL, 60606

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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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Employment History
Current Registrations
Cresset Asset Management, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Meristem Family Wealth
August 2005 - August 2022 · 17 yrs
Deloitte & Touche Investment Advisors LLC
April 2003 - January 2004 · 9 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.