Nancy Zehr
Nancy Zehr is a registered investment advisor at Mesirow Financial Investment Management, INC., based in Stuart, FL, with 30 years of industry experience. Nancy 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
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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
Nancy works as a poll inspector/assistant clerk for Martin County Supervisors of Elections for up to 12 hours during early and general election days. She also serves as Secretary for Martin County S.P.A.M. Robotics Foundation, Inc., dedicating minimal time to working with directors and fundraising.
Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.Broker
Previous Registrations
Naples Wealth Planning
Imprint Wealth LLC
American Global Wealth Management, INC.Broker
Imprint Wealth LLC
Laidlaw Wealth Management LLC
Laidlaw & Company (UK) LTD.Broker
Naples Wealth Planning
International Assets Advisory, LLCBroker
Raymond James & Associates, INC.Broker
Invest Financial CorporationBroker
Fnb Brokerage Services, INC.Broker
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.