Middleton Advisory is a fee-only registered investment advisor. They offer financial planning, which includes evaluating your goals, budget, savings, retirement, insurance, estate plans, and investments. They also manage investment portfolios, selecting a mix of investments based on your situation. Middleton Advisory works with your attorney and accountant to implement plans. Client assets are held with a third-party custodian.
Assets Under Management$22M
Clients27
Advisors1
Avg. per Client$820K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.92% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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