Midwest Financial Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and manage investments with discretionary authority. The firm also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily use mutual funds, fixed income, real estate funds, equities, ETFs, and private placements.
Assets Under Management$2.7M
Clients13
Advisors1
Avg. per Client$210K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.65% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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