Robyn O'halloran is a registered investment advisor at Chicago Capital Management Advisors, LLC, based in Lisle, IL, with 20 years of industry experience. Robyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 560 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCMA manages investment portfolios for clients, charging a percentage of the assets in the account. The specific percentage depends on the type of account (equity or fixed income) and the amount invested.
For equity and asset allocation accounts, the maximum fee ranges from 2.25% on accounts between $100,000 and $249,999, down to 1.00% on accounts over $5,000,000.
For fixed income accounts, the maximum fee ranges from 1.25% on accounts between $100,000 and $249,999, down to 0.50% on accounts over $5,000,000.
These fees do not include brokerage and transaction costs charged by the clearing firms.
Location
4722 Main Street, Lisle, IL, 60532
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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.
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Robyn works full-time as a sales consultant at Heartland Business Systems, a technology solutions and engineering services company. She also spends minimal time as a managing member and investment advisor at CCMA, an advisory firm.
Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
Previous Registrations
American Trust Investment Services Advisory, INC.
State Registrations1 state
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