Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company is a registered investment advisor and broker-dealer that offers portfolio management, model portfolios, and financial planning services. Midwestern Securities Trading Company provides both discretionary and non-discretionary investment management, including its proprietary Lighthouse Portfolios and Beacon Portfolios, alongside retirement plan consulting and third-party money manager referrals. The firm helps individuals, families, businesses, and institutional clients align their investments with their financial goals through a network of investment advisory representatives. Midwestern Securities Trading Company tailors its services based on client suitability, risk tolerance, and investment objectives.
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.