Middleton & Company builds personalized financial plans and manages investment portfolios. Financial planning and investment management are bundled together. The firm gathers data about your goals, risk tolerance, and financial situation to create a personal investment policy and manage your investments. Services include savings strategies, pension analysis, tax planning, and advice on insurance and estate planning.
Assets Under Management$130M
Clients115
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Annual fees are negotiable. There is also a one-time upfront planning fee of $7,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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