Chicago Capital Management Advisors provides investment advisory services and portfolio management for individuals, corporations, trusts, and retirement plans. Chicago Capital Management Advisors builds customized investment strategies based on each client's specific risk tolerance and goals, utilizing a bottom-up fundamental approach for equity and fixed income portfolios. In addition to direct portfolio management, Chicago Capital Management Advisors offers comprehensive financial planning for complex estate, insurance, and tax planning needs, and can incorporate third-party money managers and platform solutions. Clients can select from multiple financial custodians to hold their accounts, and Chicago Capital Management Advisors maintains the authority to trade on portfolios without asking first, unless clients request otherwise.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Rates shown are maximum fees for equity and asset allocation accounts. Fixed income accounts have a separate schedule starting at 1.25% for $100k-$249k and dropping to 0.50% for $5M plus. Fees are negotiable.