Midwest Financial Associates (MFA) offers both investment portfolio management and financial planning services. MFA helps clients establish accounts with a third-party custodian. MFA creates customized portfolios based on each client's individual needs, risk tolerance, and financial goals. Financial planning services include personal finance, insurance and risk management, employee benefits, investment, income tax, retirement, and estate planning. These services are optional and tailored to each client's needs.
Assets Under Management$100M
Clients263
Advisors2
Avg. per Client$380K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Prior to January 1, 2026, the fee is 0.90% per year for bonds, stocks, mutual funds and annuities. Fees may be negotiable for clients with over $3,000,000, potentially as low as 0.50% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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