Midwest Investment and Retirement Management, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Midwest Investment and Retirement Management Inc. (MI&RMI), also known as Midwest Wealth Builders, manages investment portfolios for individuals, trusts, businesses, and organizations. They invest in equities, CDs, bonds, mutual funds, and exchange-traded funds for the long term, tailoring their services to each client's risk tolerance. MI&RMI may also provide advice on 401k accounts held elsewhere for an additional charge.
Assets Under Management$35M
Clients116
Advisors2
Avg. per Client$300K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees for larger accounts are negotiable. For CDs and individual bonds: $10,000 to $30,000: 0.75%; $30,001 to $50,000: 0.7%; Over $50,000: 0.65%. Accounts placed with Nationwide pay an additional $20 per month to Nationwide.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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