Mesirow Financial Investment Management

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Headquartered in Chicago, Mesirow Financial has offices in New York, Miami, San Francisco, London and Hong Kong. They were founded on a commitment to their serve clients well, employ smart and passionate professionals, and give back to the community. Today, Mesirow Financial is a leading independent financial services firm with expertise in investment, risk management, and advisory services serving global institutions, middle market corporations, and affluent individuals. As an independent firm, their employee ownership aligns their interests with clients and fosters a collaborative culture.

Managed Investing

Trust Score

Annual Management Fee Percent
$0 to $3,000,000 1.00%
$3,000,001 to $5,000,000 0.80%
$5,000,001 to $10,000,000 0.60%
$10,000,001+ 0.50%
Estimated Fees (Annual) $1,000 on a $100,000 portfolio
Minimum Annual Fee $4,000
Feature Value
Annual Management Fee Details None
Minimum Investment $0
Average Account AUM $4,311,388
Broker-Dealer Yes
Disciplinary History No
Total AUM $19.40 billion
Advisor / Client Ratio 1:66

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