Jennifer Morreale
Jennifer Morreale is a registered investment advisor at Mesirow Financial Investment Management, INC., based in Chicago, IL, with 23 years of industry experience. Jennifer 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
353 N. Clark St, Chicago, IL, 60654
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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 →Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.
Mesirow Financial, INC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Quantum Private Wealth, LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Purshe Kaplan Sterling InvestmentsBroker
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations1 state
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.