Barry Mendel is a CFA-designated registered investment advisor at Mendel Money Management INC, based in Northbrook, IL, with 28 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 218 clients with $300M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are subject to negotiation.
Fee Estimator
Location
1200 Shermer Rd Ste 216, Northbrook, IL, 60062
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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
Barry is the assistant treasurer for Northbrook Baseball, where he signs checks and invests cash, dedicating minimal time. He also serves as a director for The Lodge of Northbrook, attending board meetings, which also takes minimal time.
Employment History
Current Registrations
Mendel Money Management INC
Previous Registrations
Mendel Money Management INC
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.