Midwest Financial Group provides ongoing investment management and financial planning services to individuals, families, and businesses. When managing portfolios, Midwest Financial Group creates globally diversified investments using mutual funds and exchange-traded funds, and can manage accounts either by making decisions on your behalf or by asking for your approval first. The firm also offers financial planning covering retirement, education funding, estate planning, and tax strategies. Midwest Financial Group operates with offices in Overland Park and Topeka, Kansas, and works closely with clients to tailor strategies to their specific financial goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated prior to the engagement at a rate not to exceed 1.5% annually.