Andrew Pataky
Andrew Pataky is a registered investment advisor at Mesirow Financial Investment Management, INC., based in Chicago, IL, with 23 years of industry experience. Andrew 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
353 N. Clark Street, Chicago, IL, 60654
Get directionsHistory
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
Andrew serves on the advisory board for the IAFF Charitable Foundation and the NCPERS Corporate Advisory Board. He dedicates minimal time to each of these roles, supporting firefighters, paramedics, and public pension plans.
Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.
Mesirow Financial, INC.Broker
Previous Registrations
Mesirow Institutional Investment Management, INC.
Lunn Partners Securities, LLCBroker
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.
Exams
More Advisors
- Joseph Hoffman, CFAMesirow Financial Investment Management, INC.
- Gary Pattengale, CFPMesirow Financial Investment Management, INC.
- Alfred Bryant, CFAMesirow Financial Investment Management, INC.
- Peter Wahlstrom, CFAMesirow Financial Investment Management, INC.
- Deshawn Peterson, CFPMidland Wealth Management
- Michelle Pecyna, CFPRockefeller Capital Management