Midwest Financial Network provides financial planning and investment management services. Planning covers cash flow, retirement, education, risk management, estate, and tax planning. Investment management is tailored to your risk profile and goals. Midwest Financial Network also offers retirement plan services to employers. They develop model portfolios for other investment advisors.
Assets Under Management$140M
Clients218
Advisors2
Avg. per Client$650K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.68% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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