Invest Capital Partners, operating as Midwestern Wealth Management, Merten Capital, and Inertia Wealth Management, offers portfolio management and financial planning services. Portfolio management includes ongoing advice and investment management tailored to individual needs. Financial planning services are offered as a stand-alone service. They primarily recommend mutual funds, ETFs, stocks, and bonds.
Assets Under Management$270M
Clients661
Advisors8
Avg. per Client$410K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Advisory fee is negotiable depending on individual client circumstances. At their discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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