Chicago Capital Management Advisors, LLC
Assets Under Management
$122.3M
Number of Clients
560
Number of Advisors
17
Average Client AUM
$218K
AUM per Advisor
$7.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Chicago Capital Management Advisors, LLC (CCMA) provides investment advisory services in the management of investment portfolios for various clients. CCMA does not typically create financial plans except as incidental to establishing suitability parameters. However, it will provide comprehensive financial planning for complex estate, insurance, and tax planning. CCMA also utilizes 3rd party managers, Empirical Asset Management, Inc., and AssetStrategies, Inc.
Fee Structure
Fees are calculated based on total assets per household. Customers will receive advance billing notice either on statement or in an invoice. The fee will be deducted from the account monthly up to through National Financial and Folio in arrears, quarterly in arrears at RBC Clearing, Schwab, Delta and Equity Trust Advisor Solutions and quarterly in advance at AssetMark and Empirical Asset Management. CCMA can charge an hourly fee which is provided upon request only to provide analysis of stock, non-stock, bond financial investments, insurance, estate, and tax planning. The fee will range from $200 an hour to $500 an hour based on the complexity of the analysis.
Areas of Practice
Location
4722 Main Street, Lisle, IL, 60532