Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
157 advisors
Number of Clients
10,045 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$61.1B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Minimum Annual Fee:$10,000
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Location

181 West Madison St, 36th Floor, Chicago, IL, 60602

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Chad works as a referee for the Tri Cities Soccer Association since 2022. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
February 2022 - Present · 4 yrs
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.
Chad Starkovich - Financial Advisor | TrueAdvisor