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Featured Business Financial Advisor in Chicago, IL
Chicago Financial Advisors
Chicago Partners
1 N. Wacker Dr.
Chicago, IL 60606
(312) 375-3282
“Investment Management and Advisor Services”
Advisor Profile
Jim Hagedorn, CFA
Name:  Jim Hagedorn, CFA
Phone Number:  (312) 375-3282
Website:  Visit Website
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Disclaimer
Chicago Partners Investment Group, LLC ("CP") is an SEC registered investment adviser located in Chicago, Illinois. CP and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which CP maintains clients. CP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CP?s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment- related information, publications, and links.

About Chicago Partners

Chicago Partners is an SEC-registered, fee-only independent
registered investment advisor (RIA) that specializes in total
wealth management.

With 18 investment professionals managing over $1.7 billion
for 550+ clients, our team specializes in optimizing each
dimension of our distinguished clients' wealth. Our clients
include high & ultra-high-net-worth individuals, foundations,
institutions, and corporations.

We help our clients optimize each dimension of their wealth
through our 5-Step Wealth Optimization Process, which
includes:

- Investment Consulting
- Customized Portfolio Creation & Maintenance
- Tax Planning & Tax Preparation
- Custom Retirement, Estate, Education, Insurance, & Gift
Plans
- The Fiduciary Relationship

Our clients work with their dedicated teams consisting of CPA,
CFP, J.D., and CFA-certified individuals, each focused on
optimizing a specific dimension of the client's wealth. Each
client's plan is customized to meet their specific goals &
objectives and their team of fiduciaries is always working to
reach their goals and objectives.
 

General Information

Gender:    Male
CRD#:    458-3528
Firm CRD#:    147662
Insurance License#:    n/a
Name of Broker/Dealer:    n/a
Name of Custodial Firm:    Charles Schwab and Co./TD Ameritrade/Fidelity
States Licensed in:    Registered with the SEC
States Willing to do Business in:    All
Years of Experience in Financial Services:    27
Number of Years with Current Firm:    10
Work Experience:    Practice Leader at PwC. Senior Portfolio Manager at
Northern Trust and B of A.
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
BS Business from Marguette University
MBA in Finance from DePaul University
CFA
 

Services

Investment Types:    MLP - Pipelines, Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, Via email, At your home, At your office, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
Securities Licenses:    CFA
Insurance and Annuity Licenses:    CFA
Financial Organization Memberships:    CFA Institute and Chicago Analyst Society
 

Firm Information

Firm's Number of Clients:    558
Firm's Number of Planning Clients:    558
Firm's Number of Managed Clients:    558
Assets Managed by Firm:    $1,600,000,000+
Advisor's Number of Clients:    333
Advisor's Number of Managed Clients:    333
Advisor's Number of Planning Clients:    333
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500K
Compensation Methods:    Based on Assets
Fee % Based on Assets:    90 BPS
Hourly Rate:    n/a
Flat Fee Rate:    n/a
Additional Details on Charges:    n/a
Minimum Fee Charged for Managed Accounts:    n/a
Minimum Fee Charged for Hourly Planning Accounts:    n.a
Minimum Fee Charged for Flat Fee Accounts:    n/a
 
 
 
Prepared By: Jim Hagedorn, CFA

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