Midwest Wealth Solutions (MWSL) offers portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. MWSL creates an Investment Policy Statement for each client and may use third-party managers. MWSL also provides financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. MWSL generally limits its investment advice to mutual funds, real estate funds, equities, ETFs and non-U.S. securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. When an Outside Manager is used, the Outside Manager will debit the Client’s account for both the Outside Manager’s fee, and Midwest Wealth Solutions' advisory fee. The above fee schedule does include the Outside Manager’s fee.