Chicago Investment Advisory Council, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Chicago Investment Advisory Council provides personalized investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, businesses, and trusts. The firm offers an Active Asset Management Program that uses model portfolios made up of stocks, bonds, options, and mutual funds to match clients' risk tolerances and financial goals. In addition to ongoing portfolio management, Chicago Investment Advisory Council offers initial consultations, portfolio reviews, financial planning, and educational workshops. The firm operates with a focus on tailoring advice to each client's unique financial circumstances and collaborates with independent third-party professionals for legal and tax needs.

Assets Under Management$230M
Clients1,105
Advisors5
Avg. per Client$210K
Avg. per Advisor$46M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Discretionary accounts range from 1.00% to 2.00% per year; non-discretionary accounts range from 0.50% to 1.50% per year. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

5 Advisors at this firm