Front Barnett, a division of Mesirow Financial Investment Management, provides asset management services to individuals, high-net-worth individuals, pension plans, trusts, estates, charitable organizations, corporations, and other entities. Front Barnett aims to achieve above-average after-tax returns. They also provide informal financial advice on estate planning, tax considerations, and general business matters.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.60% |
| $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.