Totem Asset Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Totem Asset Group, LLC is an investment adviser applicant serving high‑net‑worth individuals, family offices, trusts and related entities, offering discretionary portfolio management alongside financial planning and investment consulting. As of the brochure date the firm reported no assets under management, no active clients and no active registered advisors.
The firm employs a systematic, rules‑based, multi‑tranche framework that blends systematic global‑macro/trend strategies, broad equity exposure, thematic allocations and, where appropriate, digital‑asset exposure, implemented primarily through liquid instruments. Totem provides discretionary management under written agreements and also offers non‑discretionary consulting and financial‑planning engagements; clients are under no obligation to implement consulting recommendations.
Distinctive for its peer group, Totem discloses the availability of hourly and fixed‑fee consulting, assistance with selection of other advisers, and individual portfolio management services — features that are statistically uncommon among firms with no active advisors. The firm also notes it does not act as a private‑fund adviser and that clients receive premium access to an affiliated research platform as a courtesy, with these affiliations and related conflicts addressed in its disclosure and supervisory policies.
Client services
Expertise
Fee options
Specialized investment projects fixed fee generally $2,500 to $10,000 or more depending on scope
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: Negotiated
Generally $500 per hour for consulting
Available only to Qualified Clients: either 0.00% management fee plus 20% incentive fee or 0.50% management fee plus 10% incentive fee; incentive fees subject to 13-week U.S. Treasury bill hard hurdle and permanent high-water mark, calculated quarterly
Account minimum: $300,000 Fee-only: Hourly consulting generally $500 per hour; Specialized investment projects fixed fee generally $2,500 to $10,000 or more; Ongoing consulting engagements from $500 to $5,000+ per month billed monthly
Main office
2510 Green Bay Rd
Evanston IL 60201
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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