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.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Insurance License#

Name of Broker/Dealer

Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I work with the following types of clients

Investment Types

I can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Financial Organization Memberships

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Fee Structure

Minimum Portfolio Size for New Managed Accounts

Fee % Based on Assets

Hourly Rate

Flat Fee Rate

Additional Details on Charges

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Minimum Fee Charged for Flat Fee Accounts

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

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.