KS
CFA
KS
CFA

Keith Schicker

6 Years of Experience

Keith Schicker is a CFA-designated registered investment advisor at Zuckerman Investment Group, based in Chicago, IL, with 6 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 422 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
422 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The investment management fee is negotiable depending on client-specific factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

155 North Wacker Drive, Suite 1700, 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
Zuckerman Investment Group
April 2019 - Present · 7 yrs
State Registrations1 state
IL
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.
Keith Schicker - Financial Advisor | TrueAdvisor