Chicago Oakbrook Financial Group offers personalized wealth management services, combining continuous personal contact with discretionary investment management and comprehensive financial planning. Chicago Oakbrook Financial Group builds custom investment portfolios using stocks, bonds, mutual funds, exchange-traded products, options, and alternative investments, and may also recommend independent managers when appropriate. In addition to portfolio management, Chicago Oakbrook Financial Group provides financial planning covering budgeting, cash flow, retirement, education, and estate planning. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charities, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable based on account size and relationship. Accounts holding strictly cash or cash equivalents are charged up to 0.40% annually.