Middleton & Company is an investment counseling firm offering advice and investment management to individuals, families, trusts, endowments, foundations, and retirement plans. They tailor their services to each client's needs, using a framework of five investment strategies to build portfolios based on objectives and risk tolerance. Middleton typically invests in US exchange-listed stocks, SEC-registered funds, and investment-grade bonds, avoiding alcohol, tobacco, and gaming stocks.
Assets Under Management$1.2B
Clients371
Advisors6
Avg. per Client$3.1M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.40% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...