Chicago Partners Wealth Advisors

Asset Management

Optimize the management of your wealth. Our clients receive full-service wealth management, including investment portfolio management, tax planning, financial planning, and more.

How you make money
Dividends & Value
Minimum Investment
90 basis points, or 0.0090 of the first $1,000,000 Assets Under Management (AUM)
Target Return
Open to
All Investors

How you make money

Our clients win over the long term with our unique approach to investment management and tax planning. By combining traditional investments like stocks, bonds, and funds with access to private and alternative investments, our clients are positioned to win through enhanced diversification, capital growth, and diversified income streams.

How they make money

We only win when our clients win. As fee-only, fiduciary advisors, we maintain one of the industry's lowest fee structures* to keep more capital in client portfolios and leverage the power of compound returns. *Source: 2022 Charles Schwab Benchmark Study

Investment Risks

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Chicago Partners Investment Group, LLC, or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Chicago Partners is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Chicago Partners. Please remember that it remains your responsibility to advise Chicago Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations or services, or if you would like to impose, add, or to modify and reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

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