Ashley Crotwell
Ashley Crotwell is a CFP-designated registered investment advisor at Mesirow Financial Investment Management, INC., based in Stuart, FL, with 6 years of industry experience. Ashley 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.
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
Stuart, FL
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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.
Previous Registrations
Sequoia Financial Group, L.L.C.
Triad Financial Advisors, 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.
Exams
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