Elizabeth White
Elizabeth White is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in Pittsfield, IL, with 4 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 11,847 clients with $2B 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 | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower, not to exceed 2.0% annually. Beacon Portfolios carry an additional $40 annual maintenance fee.
Fee Estimator
Location
201 W Washington St, Pittsfield, IL, 62363
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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 →Other Business Activities
Elizabeth works full-time as a financial advisor and Vice President of Operations at Farmers National Bank of Griggsville. She also holds several positions including independent coach for Optavia, alderman for the City of Pittsfield, board member for Old Orchard Country Club, Pike County Chamber of Commerce, and City of Pittsfield Public Library, and volunteer for Pittsfield Fire Department Wives Auxiliary.
Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.