Daniel Toledo
Daniel Toledo is a CFA, CFP-designated registered investment advisor at Chicago Partners Investment Group LLC, based in Chicago, IL, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 2,764 clients with $7.5B 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 | 1.25% |
Annual fees generally range between 0.30% and 1.25% based on asset size, account composition, and complexity. Fees are negotiable.
Fee Estimator
Contact
Daniel Toledo
Location
1 North Wacker Drive, Suite 4075, Chicago, IL, 60606
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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.
Learn about disclosures →Employment History
Current Registrations
Chicago Partners Investment Group LLC
Previous Registrations
Retirewise CFP
Chicago Partners Investment Group LLC
Waddell & Reed, INC.
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.
Exams
Additional Information
Daniel Toledo, CFA, CFP®is aChicago, IL Fee-Only Financial Planner& fiduciary serving Chicago and all surrounding areas. Chicago Partners Wealth Advisors LLC specializes in optimizing each dimension of our clients' wealth, including investment management, tax planning & preparation, financial planning, and beyond, all with the a team of fiduciaries held to the highest standard of quality in financial advising.
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