Daniel Cardell
Daniel Cardell is a CFA-designated registered investment advisor at Chicago Partners Investment Group LLC, based in Chicago, IL, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,384 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chicago Partners Wealth Advisors charges an annual fee based on a percentage of the assets they manage, generally between 0.3% and 1.25%. The exact fee depends on factors like the amount of assets, complexity, and scope of services. There is a $5,000 annual minimum fee for investment management services. For the Chicago Partners Optimized Intelligent Portfolios Platform, the annual fee is 0.60% for accounts valued at $500,000 or greater and 0.65% for accounts valued at less than $500,000.
Location
1 North Wacker Drive, Suite 4075, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a partner in Holborn Village LLC, a real estate business, since 1999. He dedicates about half of his time overall and about a quarter of his time during trading hours to property management duties.
Employment History
Current Registrations
Chicago Partners Investment Group LLC
Previous Registrations
Chicago Partners Investment Group LLC
Chancellor Financial Group Wb LP
Wayne Hummer Asset Management Company
State Registrations1 state
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