Jim
Hagedorn
Chicago Partners Wealth Advisors
Answer a few questions and
get matched with an advisor.
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 clients goals.
Certifications and Registrations
Services Offered
Fee Structure
Fiduciary
Office Location
Phone Number
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Advisor Certifications and Licenses
CFA
Chicago Partners Wealth Advisors Brokerage Details
1,959
Investment Advisory Services
- Investment Management
- Retirement Planning
- Wealth Management
Jim Hagedorn Work History
Chicago Partners Wealth Advisors
The Mosaic Financial Group, LLC
PricewaterhouseCoopers
Disclosures
Please visit the SEC profile of Jim Hagedorn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
