First Midwest Investments provides investment advice and portfolio management. For businesses, they offer 401(k) retirement plan services, including education for plan committees and participants. For individuals, they offer customized portfolio management using mutual funds, exchange-traded funds, and stocks. The firm's investment advice is tailored to each client's needs and objectives.
Assets Under Management$10M
Clients9
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fee is negotiable for accounts above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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