Craig Price
Craig Price is a CFP-designated registered investment advisor at Mesirow Financial Investment Management, INC., based in Stuart, FL, with 31 years of industry experience. Craig 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
309 SE Osceola Street, Suite 105, Stuart, FL, 34994
Get directionsHistory
Regulatory History (7)
Customer Dispute
December 2017Employment Separation After Allegations
February 2016Customer Dispute
April 2015Customer Dispute
July 2014Customer Dispute
November 2003Customer Dispute
August 2001Customer Dispute
March 2000Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
Previous Registrations
Naples Wealth Planning
Imprint Wealth LLC
Imprint Wealth LLC
Laidlaw Wealth Management LLC
Naples Wealth Planning
Hayden Royal
UBS Financial Services INC.
UBS Financial Services INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.