National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Jim Hagedorn, CFA

Chicago Partners

1 N. Wacker Dr.

Chicago, IL 60606
(312) 3753282

Optimize the Management of Your Wealth

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

Firm Start Year

2007

No.of Employees

20-49

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

Years of Experience in Financial Services

29

Number of Years with Current Firm

11

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, Individual Investors, Non-Profit Organizations

Services

Investment Types

Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, MLP - Pipelines, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, Via email, At your office, At your home, At my office

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

Qualifications & Membership

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

681

Firm's Number of Planning Clients

681

Firm's Number of Managed Clients

681

Assets Managed by Firm

$1,900,000,000+

Advisor's Number of Clients

333

Advisor's Number of Managed Clients

333

Advisor's Number of Planning Clients

333

Compensation and Fees

Fee Structure

Fee Only

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

Disclosures

Please see our disclosure on our website by going to www.chicagopartnersllc.com

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.