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Fee-Based Programs

Although many financial advisors are successful conducting traditional commission-based business, fee-based programs are becoming a widely used alternative. At Mesirow Financial we offer you both options.

Fee-based accounts can enable you to:

  • Align your interests with those of your clients and focus on a client's overall financial situation
  • Attract high net worth clients and compete for larger pools of assets
  • Leverage your time so that you can focus on raising assets
  • Position yourself as a consultant, not a stock-picker
  • Create a more consistent revenue stream

Our Fee-Based Program: IA Direct

  • Act as financial advisor to your clients while you transfer the administrative and financial burdens of the broker/dealer role to Mesirow Financial
  • Manage accounts on a discretionary or a non-discretionary basis