Midwest Financial Group (MFG) offers investment advice and portfolio management, where they make investment recommendations and handle the buying and selling of investments. Clients can choose to give MFG the authority to make trades without asking first, or they can approve all decisions. MFG also provides financial planning services, offering advice on topics like education funding, retirement, and estate planning. MFG tailors its services to each client's needs and goals.
Assets Under Management$570M
Clients955
Advisors12
Avg. per Client$590K
Avg. per Advisor$47M
Fee Structure
Investment management only (planning not offered)
MFG offers investment management services where fees are negotiated and will not exceed 1.5% of the value of your portfolio. Fees are calculated and charged quarterly, based on the average daily balance of your investments during the previous quarter.
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