Chicago Partners Wealth Advisors offers discretionary and non-discretionary investment management, family office services, and financial planning to high-net-worth individuals, trusts, endowments, and businesses. Chicago Partners Wealth Advisors focuses on building globally diversified portfolios utilizing mutual funds, exchange-traded funds, individual securities, and independent managers. The firm emphasizes long-term strategies, fundamental analysis, and portfolio monitoring. In addition to core investment management, Chicago Partners Wealth Advisors coordinates family office reporting, consults on retirement plans, and provides access to specialized private investment funds. The firm generally works with clients who meet a $1 million account minimum, charging fees based on a percentage of the assets under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees generally range between 0.30% and 1.25% based on asset size, account composition, and complexity. Fees are negotiable.