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Sandra Lackhouse

41 Years of Experience
Chicago, IL
Broker

Sandra Lackhouse is a registered investment advisor at Mesirow Financial Investment Management, INC., based in Chicago, IL, with 41 years of industry experience. Sandra 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

353 N. Clark St, Chicago, IL, 60654

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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.
January 2010 - Present · 16 yrs 4 mos
Mesirow Financial, INC.
December 1993 - Present · 32 yrs 5 mos
Mesirow Financial, INC.Broker
December 1993 - Present · 32 yrs 5 mos
Previous Registrations
Mesirow Financial, INC.
January 2000 - December 2009 · 9 yrs 11 mos
Mesirow Investment Services, INC.Broker
December 1986 - January 1994 · 7 yrs 1 mo
Pembroke Clearing CorporationBroker
September 1984 - January 1987 · 2 yrs 4 mos
State Registrations13 states
ARAZCACOFLIAILINMIMNNCTXWI
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.
Sandra Lackhouse - Financial Advisor | TrueAdvisor