Yes, our team is comprised of independent fiduciary wealth advisors focused on your best interest.

We follow the Fiduciary Standard and receive no outside commissions or incentives for investing in or recommending specific investments, funds, or strategies.

Yes! Whether you prefer to meet in-person, over Zoom, or a combination of both, our advisors are happy to meet at your convenience.

Our typical client is a high-net-worth investor or family focused on optimizing their wealth management strategy.

We also work with family offices, institutions (like non-profits or corporations), and high-earning young professionals.

Our minimum household size is an investor or family with $1,000,000 in investable assets. However, we may make case-by-case exceptions based on each individual's unique financial situation.

Our focus is on creating a comprehensive wealth management strategy customized to each client. This includes:

• Investment management services
• Financial planning services (including estate and insurance reviews)
• Tax planning and tax strategy optimization services
• Private client services

Each client receives these services as needed, and each service is included in our single fee structure based on assets under management (AUM).

You are welcome to meet with your advisor as frequently or as infrequently as you prefer.

Our advisors serve at your convenience, so if you have a preference for a meeting schedule that works best for your needs, your advisory team will be happy to accommodate.

However, our advisors typically touch base formally with their clients on a quarterly basis and as needed in the interim.

As an independent RIA, Chicago Partners has no outside conflicts of interest. We receive no commissions or incentives from any of the investments we recommend, and receive no compensation from any of the outside professionals (CPA, estate planners, etc.) we recommend.

This information can be verified in our Form ADV located in the footer of our website.

Since our fees may vary for each investor, it can be hard to give an exact estimate. However, our assets under management (AUM) fees are among the lowest in the industry* and include investment management, tax planning, financial planning, estate planning, and insurance planning.

*According to the Charles Schwab 2024 RIA Benchmark Study