Midwest Capital Advisors offers investment management and financial consulting services to individuals, high-net-worth families, retirement plans, and not-for-profit organizations. Midwest Capital Advisors builds diversified portfolios tailored to each client's risk tolerance, utilizing a mix of mutual funds, exchange-traded funds, and alternative investments. For wealth management clients, Midwest Capital Advisors incorporates basic financial planning—covering retirement, estate, tax, and cash flow analysis—directly into the overall management fee. Portfolios are managed on a discretionary basis, meaning Midwest Capital Advisors makes trades on the client's behalf based on agreed-upon guidelines. The firm also provides ongoing advice for held-away accounts and fee-based annuities, as well as retirement plan consulting services for employers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Minimum annual fee of $5,000 applies. Fees are negotiable based on account size, complexity, and other factors.
