Joann Seagren is a registered investment advisor at Chicago Capital, LLC, based in Chicago, IL, with 16 years of industry experience. Joann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 838 clients with $4.8B 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 | 1.00% |
Fees are individually determined and may vary from client to client. Fees may be waived or reduced for certain clients.
Fee Estimator
Location
135 S. Lasalle, Ste. 4200, Chicago, IL, 60603
Get directionsHistory
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 Capital, LLC
Previous Registrations
Jag Capital Management LLC
Cibc Private Wealth Advisors, INC.
Geneva Advisors, LLC
Advocate Asset Management, LLC
Advocate Asset Management, LLC
Coronado Capital Management
State Registrations1 state
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.