Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
87 advisors
Number of Clients
13,111 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$45.2B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

The firm charges an annual asset management fee, paid quarterly. For Mesirow Financial Real Estate Value Fund III, L.P. and IV, L.P., the fee is based on the greater of 1.1% of committed capital or 1.5% of invested capital during the investment period, and then 1.5% of invested capital thereafter, subject to the basic fee structure. The minimum investment is $5 million, but the General Partner has the discretion to accept investments from qualified investors below this amount. Fees may be negotiable on a client-by-client basis.

Areas of Practice
Real Estate Investing
Loading...

Advisor Information

Office location

Stuart, FL

Get directions
Regulatory History
Clean regulatory record

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
Previous Registrations
Sequoia Financial Group, L.L.C.
June 2023 - January 2025 · 1 yr 7 mos
Triad Financial Advisors, INC.
March 2020 - June 2023 · 3 yrs 3 mos
State Registrations2 states
FLIL
Advisor
Exams
No exam information available for this advisor.