Studio Investment Management
Assets Under Management
$831.5M
Number of Clients
341
Number of Advisors
5
Avg. Portfolio per Client
$2.4M
Avg. Managed per Advisor
$166.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
STUDIO Investment Management provides investment advice, financial planning, and investment consulting. STUDIO manages investments based on a client's written guidelines. They may discuss taxes, insurance, or estate matters, but clients are expected to seek advice from other professionals. STUDIO may offer one-time or ongoing investment consulting or financial planning engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain legacy clients have a prior fee schedule. Fees are not negotiable, but STUDIO may charge a different fee at its discretion.
Fee Estimator
Areas of Practice
Location
1901 N. Clybourn Ave., Suite 404, Chicago, IL, 60614