Front Barnett, a division of Mesirow Financial Investment Management, provides discretionary and limited non-discretionary investment management services to individuals, high-net-worth individuals, trusts, estates, and other entities. The firm builds diversified portfolios using a growth- and value-blended equity strategy alongside actively managed fixed-income instruments. In addition to managing investments, Front Barnett offers informal advice on estate planning, tax considerations, and general business matters as part of its asset management relationships. Dedicated professional teams manage each client relationship, focusing on achieving above-average after-tax returns over full market cycles.
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.