Fort Sheridan Advisors offers customized investment advice and manages investments for various clients. The firm focuses on global equity, fixed income, foreign exchange, commodity, and credit markets. Fort Sheridan works with clients to determine their objectives, time horizons, liquidity needs, and risk tolerance to create a customized portfolio. The firm provides conflict-free services on a fixed-fee basis and does not accept soft dollars or broker compensation.
Assets Under Management$910M
Clients930
Advisors8
Avg. per Client$980K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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