Midwest Capital Financial Advisors provides continuous investment portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth individuals, trusts, charitable institutions, and small businesses. Midwest Capital Financial Advisors tailors its investment strategies to each client's specific objectives, time horizon, risk tolerance, and tax considerations through a data-gathering process and Investment Policy Statement. The firm offers advisory services on a discretionary basis, managing equities, fixed income, options, mutual funds, exchange-traded funds, and annuities. In addition to direct portfolio management, Midwest Capital Financial Advisors may recommend third-party investment managers or specialized asset management platforms. The firm also offers modular financial planning covering personal finance, cash flow, debt management, tax planning, college funding, estate planning, and risk management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.50% |
| $25K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees vary by custodian. The primary schedule shown is for Moneyblock accounts. Interactive Brokers uses a separate tiered schedule ranging from 1.25% down to 0.25%. American Funds accounts use a flat percentage schedule from 1.00% down to 0.20% which is non-negotiable. All other fees are subject to negotiation.