Midwest Advisors provides investment management services, primarily investing in U.S. real estate securities. They use fundamental analysis and offer strategies focused on capital structure and hedging. Services are provided on a discretionary basis, meaning they make trades without asking you first. The firm works with individuals and business entities.
Assets Under Management$39M
Clients6
Advisors1
Avg. per Client$6.5M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be reduced or waived for employees of Midwest Advisors. Some clients may also pay a performance-based fee of up to 25% of the portfolio's market return.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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