Mesirow Financial Investment Management Review


Trust Score 86%
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Mesirow Financial Investment Management, federally registered in 1986, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 98 advisors. Mesirow Financial Investment Management manages $24 billion and provides investment advisory services for 11,498 clients (1:118 advisor/client ratio).

Mesirow Financial Investment Management requires a $400,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 118 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $400,000
Minimum Annual Fee $4,000
Average Account AUM $2,110,845
Hybrid Advisor Yes
Disciplinary History No
Total AUM $24 billion
Advisor / Client Ratio 1:118
Headquarters Clark ST Chicago, IL
SEC Filings Forms and Brochures


Annual Fee Ranges 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%


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