Greater Midwest Financial Group, LLC manages investment portfolios and provides comprehensive financial planning and consulting services. The firm designs customized investment strategies using mutual funds, exchange-traded funds, individual securities, alternative investments, and independent money managers. In addition to portfolio management, Greater Midwest Financial Group offers guidance on business planning, cash flow forecasting, retirement planning, tax planning, estate planning, insurance, and charitable giving. The firm tailors its services to align with each client's specific goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.10% to 1.50% based on portfolio size, composition, and services rendered. Fees are negotiable.