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Jim Hagedorn

Jim
Hagedorn

Chicago Partners Wealth Advisors

CRD#4583528
Investment Advisor
in Chicago, IL

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About this Advisor

Jim Hagedorn, a certified financial analyst (CFA), is the founder, president, CEO and managing partner of Chicago Partners Wealth Advisors, a Chicago-based firm that has $1.21 billion in assets under management. Prior to founding Chicago Partners Wealth Advisors, Hagedorn was a partner at The Mosaic Financial Group, LLC. Prior to that, he spent more than five years at PricewaterhouseCoopers, serving as the practice leader in charge of its investment advisory practice in Chicago and the Midwest. He graduated from Marquette University and earned an MBA from DePaul University.

Hagedorn says that he specializes in serving high-net-worth-individuals, foundations, endowments and families. His clients are primarily located in the Chicago area. Investors must have a minimum of $1 million to open or maintain an account with Hagedorn. He communicates with his clients as frequently as they’d like. Hagedorn is a fee-only advisor, which means he does not make any money from selling products to his clients. He says that his firm’s fee schedule is negotiable, but generally clients are charged 0.9% on up to $1 million, with fees varying for clients with more assets under management.

Hagedorn’s services include investment management, retirement planning and wealth management. His firm features a five-step wealth optimization process that Hagedorn says provides clients with a plan that optimizes every dimension of their wealth, including investment consulting and portfolio analysis, customized portfolio creation and management, tax planning and preparation, advanced financial planning and an advisor relationship. The most common mistake that Hagedorn sees investors make is emotionally investing or divesting. Hagdorn believes that his investment philosophy brings value to his clients by serving as a one-stop shop for investors to meet all their wealth management needs. He manages risk in client portfolios depending on each client’s goals.

Certifications and Registrations

CFA

Years of Experience

14

Services Offered

Investment Management, Retirement Planning, Wealth Management

Fee Structure

Asset based fee

Fiduciary

Yes

Disclosures

0

Office Location

1 North Wacker Drive
Chicago, IL

Phone Number

(312) 284-6363

Advisor Certifications and Licenses

CFA

Chicago Partners Wealth Advisors Brokerage Details

Total Number of Accounts

1,959

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Investment Advisory Services

  • Investment Management
  • Retirement Planning
  • Wealth Management

Jim Hagedorn Work History

Jim has 14 years of experience.

2009 - Present (8 years)

Chicago Partners Wealth Advisors

2007 - 2009 (2 years)

The Mosaic Financial Group, LLC

2003 - 2007 (4 years)

PricewaterhouseCoopers

Disclosures

Jim has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

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