Brock Lamarca
Brock Lamarca is a registered investment advisor at Mesirow Financial Investment Management, INC., based in Ellison Bay, WI, with 39 years of industry experience. Brock is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 90,291 clients with $50B 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 annual fee of $17,500. Fees are negotiable in the firm's discretion.
Fee Estimator
Location
Ellison Bay, WI
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brock is a board member for the Forestry Advisory Board at Michigan State University, dedicating minimal time. He also serves as treasurer for the Civic Leadership Foundation, spending minimal time on budget approval and board meetings.
Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.
Mesirow Financial, INC.Broker
Previous Registrations
Mesirow Financial, INC.
Mesirow Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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