Assets Under Management
$1.6B
Number of Clients
10,329
Number of Advisors
46
Average Client AUM
$158K
AUM per Advisor
$35.4M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Midwestern Securities Trading Company, LLC provides financial planning and account supervisory management services. Portfolio management is the firm’s primary advisory activity. They offer the Midwestern Securities Lighthouse Portfolios™, a discretionary model portfolio. Fees are negotiable and depend on factors like portfolio complexity and service level.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 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 than the standard advisory fee but such advisory fees may not exceed 2% annually.
235 Everett St, East Peoria, IL, 61611