Alan Abramson is a registered investment advisor at Mesirow Financial Investment Management, INC., based in Highland Park, IL, with 32 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 14,109 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
88 advisors
Number of Clients
14,109 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$43.4B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$17,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $15.0M0.60%
$15M+0.50%

Front Barnett generally requires a minimum account fee of $17,500. Client Fees can vary based on various factors. For accounts with portfolio assets less than $2,000,000, clients may be able to obtain more favorable pricing elsewhere. Front Barnett, in its sole discretion, may waive the required minimum or aggregate related accounts to meet the minimum fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

610 Central, Suite 200, Highland Park, IL, 60035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
March 2006 - Present · 20 yrs 1 mo
Mesirow Financial, INC.
March 1995 - Present · 31 yrs 1 mo
Mesirow Financial, INC.Broker
March 1995 - Present · 31 yrs 1 mo
Previous Registrations
Mesirow Financial, INC.
March 1999 - December 2009 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1994 - March 1995 · 1 yr 2 mos
State Registrations18 states
AZCACOFLILINLAMAMDMIMNMONYORSCTXUTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alan Abramson - Financial Advisor | TrueAdvisor