How does the advisor help clients – Key Takeaways:
Chicago Pacific Founders (CPF) is a financial services firm that provides expert advice to clients on managing their wealth and achieving their financial goals. With a team of experienced advisors and a strong track record of success, CPF offers a range of services to help clients build and protect their wealth.
In this article, we will take a closer look at how CPF helps its clients and provide key insights and facts about the firm’s assets under management, financial services offered, client types, fees and compensation, background, and important advisor disclosures to know.
Facts and Insights
CPF is a privately owned company founded in 2013 with headquarters in Chicago, Illinois. The firm has built a strong reputation for delivering excellent financial services and has grown significantly over the years. CPF’s team of advisors has a deep understanding of the financial markets and a commitment to helping clients build and manage their wealth.
The firm’s success can be attributed to its client-centric approach, rigorous investment process, and personalized solutions. CPF values transparency and open communication with clients, ensuring that they are informed and involved in the decision-making process.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 15 | 8 years |
As of 2021, CPF has over $1.2 billion in assets under management, which is a testament to the firm’s success and client satisfaction. The team of 15 advisors has a combined experience of over 100 years in the financial industry, providing clients with expert guidance and personalized solutions. CPF has been in business for 8 years, during which it has helped clients navigate through various market conditions and achieve their financial goals.
Financial Services Offered
CPF offers a comprehensive range of financial services to help clients build and protect their wealth. These services include investment management, retirement planning, tax planning, estate planning, risk management, and philanthropic planning. The firm’s advisors work closely with each client to understand their financial goals, risk tolerance, and unique needs to develop tailored solutions that align with their objectives.
Client Types
CPF works with a diverse group of clients, including high-net-worth individuals, affluent families, and businesses. The firm has a customized approach to meet the needs of each client, regardless of their financial situation. CPF’s services are designed to help clients at any stage of their financial journey, from young professionals building their wealth to retirees looking to preserve their assets.
Fees & Compensation
CPF operates on a fee-only basis, which means that the firm’s only source of compensation is through client fees. This model aligns the firm’s interests with those of its clients, as CPF’s advisors are not incentivized to sell specific products. The firm charges a competitive fee based on a percentage of the assets under management, ensuring that clients’ interests are always a top priority.
Background
CPF was founded by a group of seasoned financial advisors who shared a passion for helping clients achieve their financial goals. The firm has a team of experienced professionals with diverse backgrounds and areas of expertise, providing clients with a comprehensive and well-rounded approach to wealth management. CPF is a registered investment advisor with the Securities and Exchange Commission and is held to a fiduciary standard, meaning that it is legally obligated to act in the best interest of its clients.
Financial Advisor Disclosures to Know
CPF’s advisors have a clean disciplinary record, free of any legal or regulatory events that could impact their ability to provide quality financial advice to clients. This is important to note as it demonstrates the firm’s commitment to ethical standards and client protection. Clients can also access any required disclosures through CPF’s Form ADV, which is available on the firm’s website or upon request.