Midwest Investment Advisors (MIA) provides ongoing investment management based on your goals and risk tolerance. MIA creates a plan to help select a portfolio that matches your specific situation. MIA also offers financial planning services, including reviews of your financial portfolio and recommendations based on your goals. Financial plans may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$64M
Clients227
Advisors1
Avg. per Client$280K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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