Chicago Oakbrook Financial Group provides wealth management services, including investment management and financial planning. Investment management is customized to client goals and uses various securities. Financial planning covers budgeting, retirement, estate planning, and more. COFG may recommend independent investment managers. COFG also offers consulting services to individual retirement accounts.
Assets Under Management$1.2B
Clients1,380
Advisors10
Avg. per Client$880K
Avg. per Advisor$120M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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. Certain legacy client relationships may be charged according to different schedules. Managed accounts holding strictly cash or cash equivalent positions will be charged a fixed fee of up to 0.40% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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