Chicago Wealth Management (CWM) offers investment management and financial planning services to high-net-worth individuals, non-profits, and institutions. CWM uses a tactical investment strategy to maximize long-term returns while minimizing portfolio losses. CWM provides advice on various securities, including stocks, ETFs, mutual funds, and bonds. CWM also offers consulting and investment management for small business retirement plans. CWM may refer clients to other professionals for non-investment implementation purposes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Certain Legacy Clients may be under previous fee schedule arrangements, which remain in effect until updated. CWM, in its discretion, may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.