Midwest Heritage Financial Advisors is a registered investment advisor offering comprehensive financial guidance, including investment management, retirement planning, tax planning, and estate planning. Midwest Heritage Financial Advisors tailors investment portfolios to the individual needs of clients using an active, diversified approach. In addition to portfolio management, Midwest Heritage Financial Advisors assists clients with navigating tax issues, managing retirement income, and protecting wealth through various insurance strategies. Midwest Heritage Financial Advisors serves individuals, trusts, estates, charitable organizations, and corporations.
Assets Under Management$400M
Clients334
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable and there are no account minimums.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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