Midway Partners Capital Management provides investment advisory services, including portfolio management, to individuals, trusts, estates, corporations, and institutions. Midway Partners manages investments directly and does not recommend third-party investment managers. The firm's investment decisions are based on its market philosophy and intrinsic value investing strategy. Midway Partners also manages a private fund for accredited investors.
Assets Under Management$7.6M
Clients3
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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