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Michael Curtis Wolcott

Studio Investment Management

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About Michael Curtis Wolcott

Michael Wolcott is a financial advisor registered with the state of Illinois and Texas. Michael is affiliated with Studio Investment Management, a firm that has a focus on working with high-net-worth individuals and charitable organizations. Michael's primary areas of expertise include financial planning and portfolio management for individuals. Michael holds the Chartered Financial Analyst designation and is a member of the Investment Adviser Association.

Firm Information

Michael Wolcott is currently registered with Studio Investment Management. Studio Investment Management is a Chicago-based investment advisor managing over $715 million in assets. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, families, charitable organizations, corporations, state and municipal governments, and pension plans. Studio Investment Management is registered with the SEC.
Studio Investment Management

1901 N. CLYBOURN AVE.

CHICAGO, IL 60614

$715.77M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Wolcott’s Registration & Firm History

IL

11/07/2017 - Present

Studio Investment Management (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Curtis Wolcott.
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