Oliver Kupe
Oliver Kupe is a registered investment advisor at Aurelien Capital Partners, based in Chicago, IL, with 13 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 34 clients with $38M 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 may be negotiable at the sole discretion of the firm. The client’s fees will take into consideration the aggregate assets under management with the firm. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities may be charged a higher fee.
Fee Estimator
Location
208 N. Green Street, Chicago, IL, 60607
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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 →Other Business ActivitiesSells Insurance
Oliver is an independent insurance agent, dedicating minimal time to this activity. He is also an advisory board member for 548 Capital's Solar Chicago Fund and a Managing Partner at Aurelien Capital Management, LLC, spending about half his time on the latter. Additionally, Oliver is a Registered Representative with Red Oak Capital Investments.
Employment History
Current Registrations
Aurelien Capital Partners
Previous Registrations
A&o Advisors
Fort Point Capital Partners LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.