Midway Capital Research & Management offers portfolio management on a discretionary basis, financial planning (ongoing or one-time), and general consulting services. They work with clients to develop a financial outline and investment plan based on their goals and risk tolerance. Midway also provides retirement plan advisory services to plans and plan fiduciaries.
Assets Under Management$91M
Clients62
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$250K
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.95% |
| $3.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.70% |
| $50M+ | 0.50% |
Midway may negotiate special fee arrangements where Midway deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...