wiseradvisor

Jim Hagedorn, CFA
Chicago Partners

Tel: (312) 375-3282
1 N. Wacker Dr.
Chicago, IL 60606

Optimize the Management of Your Wealth

Chicago Partners | Financial Advisor in Chicago ,IL

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
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
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


Qualifications & Memberships

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


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:   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



Faqs

  • Do you have a customer satisfaction or refund policy? We charge our clients a percentage of assets under management fee (0.9% or less annually). We charge quarterly and will provide any of our clients with a prorated fee schedule upon request.
  • What are your qualifications? What is your education background? I have been managing investment portfolios for high net worth clients since 1990 and have served as a senior portfolio manager at Bank of America, Northern Trust, and PricewaterhouseCoopers (PwC). I started Chicago Partners in 2007 after spinning off from inside PwC. I have a BS in Business from Marquette University and a MBA in Finance from DePaul University. I am also a Chartered Financial Analyst (CFA).
  • What is your approach to financial planning? We serve as a guide to our clients' total wealth optimization. The financial industry can feel dense and frustrating to navigate alone, and we work with our clients to optimize each dimension of their wealth (portfolio, tax, estate, retirement, & relationships) by walking with them through our 5-Step Wealth Optimization Process. We create customzied low-cost and tax efficient solutions that move our clients toward meeting their financial goals.
  • What services do you offer? Portfolio Analysis and Creation, Custom Investment Management, Tax Planning & Preparation, Advanced Financial Planning, and our Fiduciary Relationship (a fiduciary is an advisor who always puts your best interests first. Not all financial advisors are fiduciaries).
  • How many clients do you currently manage? 681
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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.

Jim Hagedorn, CFA

Jim Hagedorn, CFA

CFA

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

All

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