Gary Crum
Gary Crum is a registered investment advisor at Midwest Investment and Retirement Management, INC., based in St. John, IN, with 12 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 116 clients with $35M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees for larger accounts are negotiable. For CDs and individual bonds: $10,000 to $30,000: 0.75%; $30,001 to $50,000: 0.7%; Over $50,000: 0.65%. Accounts placed with Nationwide pay an additional $20 per month to Nationwide.
Fee Estimator
Location
7982 Wicker Ave, St. John, IN, 46373
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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
Midwest Investment and Retirement Management, INC.
State Registrations2 states
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