Midwest Asset Management is an investment advisor that uses a quantitative approach to manage equity and fixed income investments. They offer consulting services related to investment goals, risk assessment, expense analysis, and tax reduction strategies. Midwest manages accounts on a discretionary basis, but is currently restructuring and not accepting new accounts until financing is secured.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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