Aimee O'connor is a CFP-designated registered investment advisor at Marquette Associates, INC., based in Chicago, IL, with 5 years of industry experience. Aimee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 256 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marquette Associates charges fees in three ways:
- Flat fee: Negotiated based on the value of assets, portfolio complexity, travel, and meetings. Billed quarterly in advance or arrears.
- Percentage of assets: Negotiated based on the same factors as flat fees. Charged quarterly based on the value of assets at the end of the previous quarter, billed in advance or arrears.
- Hourly rate: Used for specific consulting projects, billed upon completion.
Fees are negotiable.
Location
180 North Lasalle Street, Suite 3500, Chicago, IL, 60601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Marquette Associates, INC.
State Registrations1 state
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