Chicago Investment Advisory Group (CIAG) offers ongoing investment management through its Managed Account Program (MAP). CIAG works with clients to understand their financial situation, goals, and risk tolerance, then recommends and implements a suitable investment portfolio. CIAG monitors accounts and makes adjustments as needed. CIAG may also provide general financial consulting services and coordinate with other advisors at the client's request. CIAG also offers pension consulting services to employee benefit plans.
Assets Under Management$250M
Clients713
Advisors7
Avg. per Client$350K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a per client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...