Midwest Financial Partners offers investment management and financial planning to help clients meet their financial goals. They work with individuals, families, trusts, retirement plans, and businesses. Their services include creating investment plans, managing portfolios with ETFs, mutual funds, stocks, and bonds, and providing retirement plan consulting to employers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.26% |
| $250K - $500K | 1.02% |
| $500K - $1.0M | 0.99% |
| $1.0M - $2.0M | 0.78% |
| $2.0M - $5.0M | 0.71% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Clients with accounts custodied at Fidelity Brokerage Services are assessed a flat fee of 0.30%. Bond ladders and dedicated bond accounts will be charged a fixed rate of 0.40%. Dedicated CD accounts will be charged a fixed rate of 0.40%. Advisory fees charged by any other selected custodians will not exceed 1.26%. Our firm will assess an annual advisory fee of up to 0.60% per account managed through Pontera.