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CP
CFP
CP
CFP

Craig Price

Mesirow Financial Investment Management, INC.
31 Years of Experience
Stuart, FL
7 Disclosures
View SEC Summary
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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, and 1 more. Their firm serves 90,291 clients with $50B in assets under management.

Mesirow Financial Investment Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
92 advisors
Number of Clients
90,291 clients
Average Client Portfolio
$559K average
Assets Under Management
$50.4B

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 annual fee of $17,500. Fees are negotiable in the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

309 SE Osceola Street, Suite 105, Stuart, FL, 34994

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2017
Settled
Employment Separation After Allegations
February 2016
Customer Dispute
April 2015
Denied
Customer Dispute
July 2014
Settled
Customer Dispute
November 2003
Denied
Customer Dispute
August 2001
Settled
Customer Dispute
March 2000
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Naples Wealth Planning
June 2024 - September 2024 · 3 mos
Imprint Wealth LLC
June 2024 - September 2024 · 3 mos
Imprint Wealth LLC
August 2023 - June 2024 · 10 mos
Laidlaw Wealth Management LLC
March 2021 - August 2023 · 2 yrs 5 mos
Naples Wealth Planning
July 2018 - December 2020 · 2 yrs 5 mos
Hayden Royal
May 2016 - June 2018 · 2 yrs 1 mo
UBS Financial Services INC.
May 2000 - March 2016 · 15 yrs 10 mos
UBS Financial Services INC.Broker
May 2000 - March 2016 · 15 yrs 10 mos
Legg Mason Wood Walker, IncorporatedBroker
August 1994 - May 2000 · 5 yrs 9 mos
Prudential Securities IncorporatedBroker
November 1993 - September 1994 · 10 mos
American Express Financial Advisors INC.Broker
July 1988 - August 1988 · 1 mo
Ids Life Insurance CompanyBroker
July 1988 - August 1988 · 1 mo
State Registrations2 states
FLIL
Advisor

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.
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