Zuckerman Investment Group
Assets Under Management
$1.9B
Number of Clients
422
Number of Advisors
4
Average Client AUM
$4.5M
AUM per Advisor
$475.0M
Compensation
Fee-Only (AUM)
About This Firm
Zuckerman Investment Group offers customized investment portfolios, investment management, and financial planning on both discretionary and non-discretionary bases using separately managed accounts. They primarily invest in exchange-traded individual equity securities, fixed income securities, exchange-traded funds, and mutual funds. On a limited basis, they may recommend alternative assets.
Fee Structure
The firm charges an investment management fee that starts at 1% of a client’s assets under management for separately managed accounts. This fee is negotiable based on client-specific factors. They may also charge a fixed, hourly, or project-based fee for financial planning projects, which are also negotiable.
Areas of Practice
Location
155 North Wacker Drive, Suite 1700, Chicago, IL, 60606