Paul Blumberg
Paul Blumberg is a registered investment advisor at Mesirow Financial Investment Management, INC., based in Highland Park, IL, with 42 years of industry experience. Paul 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Fee Estimator
Location
610 Central Avenue, Suite 200, Highland Park, IL, 60035
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Paul serves as a director for I Have a Dream. This activity is not investment-related.
Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.
Mesirow Financial, INC.Broker
Previous Registrations
Mesirow Financial, INC.
Mesirow Financial, INC.Broker
Mesirow Investment Services, INC.Broker
Pembroke Clearing CorporationBroker
State Registrations17 states
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.