Desmond EarlyCFA
Portfolio Strategist · Second City Asset Management · Chicago, IL
★★★★★ 4.6(54+ client reviews)Virtual nationwide
Fee
1.00%
Fee-based
Minimum
$250k
to start
Experience
10 yrs
advising clients
Response
same day
typical reply
About Desmond
Desmond's clients want exactly two things: a portfolio someone competent is watching, and a report they can read in ninety seconds. His practice delivers both - systematic portfolios with disciplined tax management and radically short reporting.
If you want a golf buddy, he'll say cheerfully, hire someone else. If you want after-tax returns, pull up a chair.
Specialties & services
- Automated tax-loss harvesting year-round
- Factor-tilted portfolios, fully documented
- Quarterly one-page performance letters
Best for
Hands-off investors who want active tax management
Sound like you? Smart move: compare Desmond against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Desmond's availability alongside the alternatives — free.
Frequently asked about Desmond Early
What are Desmond Early's fees?
Desmond Early of Second City Asset Management publishes a fee of 1.00% AUM (fee-based). Fees can change and may vary by service level, so confirm directly before engaging.
What is Desmond Early's account minimum?
Second City Asset Management lists a minimum of $250k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Desmond Early a fiduciary?
Desmond Early operates under the fiduciary standard. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Desmond work with clients outside Chicago?
Yes — Second City Asset Management works with clients virtually nationwide, alongside in-person meetings in Chicago, IL.
How do I book a call with Desmond Early?
Use the free AdvisoryReviews matcher to check Desmond's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
Advisors similar to Desmond
Dario Vance
CFA · Austin, TX
Tech professionals with equity compensation
0.75% AUM · $500k min
MOMarcus O'Brien
CFA · CFP® · Houston, TX
Energy-industry executives and business owners
0.90% AUM · $500k min
SMSylvie Marchand
CFP® · CIMA® · New York, NY
Executives and founders past their first liquidity event
0.70% AUM · $1M min
Demo profile for template purposes. In production, profiles are compiled from public regulatory filings (SEC Form ADV / FINRA BrokerCheck) and advisor-provided information. A profile listing does not constitute an endorsement of AdvisoryReviews by the advisor, or of the advisor by AdvisoryReviews. Verify any advisor's registration at adviserinfo.sec.gov. Advisors may claim and update their profile by contacting hello@advisoryreviews.com.