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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
“Optimize the Management of Your Wealth”
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

Optimize Your Most Important Business: the Management of Your Wealth.

Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in creating a one-stop wealth management experience.

With 23 investment professionals managing over $1.9 billion for 650+ 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.

Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization Process, which includes:

- Investment Consulting

- Custom Investment Portfolios

- Tax Planning & Tax Preparation

- Personalized Financial 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 unique goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.
 

General Information

I work with the following types of clients:    Non-Profit Organizations, Individual Investors
Work Experience:    Practice Leader at PwC. Senior Portfolio Manager at Northern Trust and B of A.
States Willing to do Business in:    All
I work with the following types of clients:    Businesses
Number of Years with Current Firm:    11
Years of Experience in Financial Services:    29
Name of Custodial Firm:    Charles Schwab and Co./TD Ameritrade/Fidelity
Name of Broker/Dealer:    n/a
States Licensed in:    Registered with the SEC
Insurance License#:    n/a
Firm CRD#:    147662
CRD#:    458-3528
Gender:    Male
 

Education

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

Services

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

Qualifications & Memberships

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

Firm Information

Advisor's Number of Planning Clients:    333
Advisor's Number of Managed Clients:    333
Advisor's Number of Clients:    333
Assets Managed by Firm:    $1,900,000,000+
Firm's Number of Managed Clients:    681
Firm's Number of Planning Clients:    681
Firm's Number of Clients:    681
 

Compliance

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500K
Minimum Fee Charged for Flat Fee Accounts:    n/a
Minimum Fee Charged for Hourly Planning Accounts:    n.a
Minimum Fee Charged for Managed Accounts:    n/a
Additional Details on Charges:    n/a
Flat Fee Rate:    n/a
Hourly Rate:    n/a
Fee % Based on Assets:    90 BPS
Compensation Methods:    Based on Assets
Fee Structure:    Fee Only
 
 
 

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