James Byrd is a registered investment advisor at Midwest Asset Management, INC., based in Middleton, WI, with 38 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.45% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $3.0M | 0.35% |
| $3.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable for amounts over $10,000,001.
Fee Estimator
Location
8383 Greenway Blvd., Suite 600, Middleton, WI, 53562
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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
James works in the stocking department at Menards hardware store, dedicating about 10-20% of his time. This activity began in March 2018 and is not investment related.
Employment History
Current Registrations
Midwest Asset Management, INC.
Previous Registrations
U.S. Stock Enhancement Corporation
Financial Tools, INC.
State Registrations1 state
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