Chase Leach

Midwest Wealth Management offers investment management through Orion Portfolio Solutions and third-party managers.

For Orion Portfolio Solutions, the annual advisory fee is 1% of the assets they manage. This fee may be negotiable. In addition to MWM's fee, Orion Portfolio Solutions charges its own fees, which may include administration fees (0.08% - 0.45%), account maintenance fees ($25 or $50 annually), strategist fees (0.0% to 0.25%), and separately managed account fees (0.35% to 0.70%). The total annual fees for the Orion Portfolio Solutions program may not exceed 2% of assets under management.

For third-party managers, such as Gradient Investments, the fees vary depending on the portfolio type:

• Strategic Portfolios: 1.90% annually (0.90% to Gradient Investments, 1.00% to MWM)
• Tactical Portfolios: 1.75% annually (0.75% to Gradient Investments, 1.00% to MWM)
• Allocation & Defined Outcome Portfolios: 1.65% annually (0.65% to Gradient Investments, 1.00% to MWM)
• Preservation Portfolios: 1.00% annually (0.40% to Gradient Investments, 0.60% to MWM)
• Private Wealth Portfolios: 1.50% annually (0.50% to Gradient Investments, 1.00% to MWM)

For Client Directed Accounts, Gradient Investments charges a flat fee of $300 annually, and MWM does not receive any portion of this fee.