Middle Street Capital, LLC offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation. Middle Street Capital requests authority to select securities and execute transactions without prior permission. They do not participate in wrap fee programs.
Assets Under Management$87M
Clients74
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Fees are generally negotiable and may be lower for business partners, family members, co-workers, etc.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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