Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are typically negotiated with institutional clients and can include fixed fees, basis-point fees, and/or technology licensing fees. Institutional Asset Management fees generally range from 2 to 15 basis points of assets managed, with minimum annual fees of $100,000-$200,000. Strategy fees range from 0-40 basis points. Select list fees range from $50,000 to $400,000 annually. Asset Allocation Services range from $50,000 to $500,000 annually.
Areas of Practice
Advisor Information
Office location
22 West Washington Street, Chicago, IL, 60602
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maria works in hourly academic research and teaching roles for the University of Illinois at Urbana Champaign since 2020 and 2021, respectively. These activities are not investment-related.