Greater Midwest Financial Group (GMFG) provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. GMFG manages investment portfolios using mutual funds, exchange-traded funds (ETFs), individual securities, and independent investment managers. GMFG also offers advice on variable annuities and insurance policies through a relationship with Mutual Securities. GMFG tailors its services to each client's needs and objectives.
Fee Structure
GMFG offers wealth management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.10% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter.