Chicago Capital (Chi-Cap) offers investment management services to clients. Chi-Cap works with clients to determine their financial goals and investment objectives, then builds a tailored investment portfolio. Chi-Cap invests with a focus on increasing portfolio value and/or mitigating risk over a long-term time horizon, using stocks, bonds, and other investment vehicles. Chi-Cap also provides financial planning and advisory services to clients to help them determine the services that may be appropriate given their goals and objectives.
Assets Under Management$4.8B
Clients838
Advisors11
Avg. per Client$5.8M
Avg. per Advisor$440M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are individually determined and may vary from client to client. Fees may be waived or reduced for certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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