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, Financial Planning & Coaching, and 3 more. Their firm serves 2,384 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chicago Partners Wealth Advisors charges an annual fee based on a percentage of the assets they manage, generally between 0.3% and 1.25%. The exact fee depends on factors like the amount of assets, complexity, and scope of services. There is a $5,000 annual minimum fee for investment management services. For the Chicago Partners Optimized Intelligent Portfolios Platform, the annual fee is 0.60% for accounts valued at $500,000 or greater and 0.65% for accounts valued at less than $500,000.
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.
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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.