Advisor at Chicago Capital Management Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Chicago Capital Management Advisors, LLC
Location
Uniontown, PA
Credentials
ChFC®, Series 63, Series 65
Industry experience
43 years
$100,000 - $249,999: 2.25% maximum fee (Equity and Asset Allocation Accounts) $250,000 - $499,999: 2.00% maximum fee (Equity and Asset Allocation Accounts) $500,000 - $999,999: 1.75% maximum fee (Equity and Asset Allocation Accounts) $1,000,000 - $2,499,999: 1.50% maximum fee (Equity and Asset Allocation Accounts) $2,500,000 - $4,999,999: 1.25% maximum fee (Equity and Asset Allocation Accounts) $5,000,000+: 1.00% maximum fee (Equity and Asset Allocation Accounts) $100,000 - $249,999: 1.25% maximum fee (Fixed Income Accounts) $250,000 - $999,999: 1.00% maximum fee (Fixed Income Accounts) $1,000,000 - $4,999,999: 0.75% maximum fee (Fixed Income Accounts) $5,000,000+: 0.50% maximum fee (Fixed Income Accounts)
$200 to $500 per hour based on complexity of analysis for comprehensive financial planning
Account minimum: $50,000 for equity or asset allocation accounts; $100,000 for fixed income accounts
Avellino Financial Advisors, inc.
2017 - Present (9 years)
Forest Securities, Inc.
2017 - Present (9 years)
Questar Asset Management
2009 - 2017 (8 years)
Questar Capital Corporation
2009 - 2017 (8 years)
Charis Financial Group
1998 - Present (28 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Uniontown, PA
Edward Jones
Series 63, Series 65
Connellsville, PA
OSAIC Institutions, INC.
CFP®, Series 66
Uniontown, PA
Janney Montgomery Scott
Series 66
Uniontown, PA
Janney Montgomery Scott
CFP®, Series 63, Series 65
Uniontown, PA
Janney Montgomery Scott
Series 66
Uniontown, PA
Janney Montgomery Scott
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