Chicago Oakbrook Financial Group's Form ADV discloses 1.25% on the first $250,000, 1.00% on the next $250,000, 0.90% on the next $500,000, 0.80% on the next $1.5 million, 0.75% on the next $2.5 million, and 0.65% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #333344), Chicago Oakbrook Financial Group is subject to fiduciary duty under federal law.
Chicago Oakbrook Financial Group is headquartered in OAK BROOK, IL.
Chicago Oakbrook Financial Group serves 189 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, Chicago Oakbrook Financial Group offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Chicago Oakbrook Financial Group manages $1.2 billion in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, Chicago Oakbrook Financial Group serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓