Midland Wealth Management offers personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. Midland Wealth Management takes a holistic approach by combining continuous portfolio supervision with financial planning tailored to each client's specific goals, risk tolerance, and financial situation. Investment portfolios are constructed using a diverse mix of mutual funds, exchange-traded funds, individual stocks and bonds, real estate investment trusts, and alternative investments. The firm also offers administrative account services and specialized fixed income strategies. Midland Wealth Management operates as a registered investment advisor and serves as a fiduciary, meaning the firm is legally required to act in your best interest. Clients can also access financial planning covering retirement, estate, tax, and insurance needs either through hourly consulting or fixed-fee engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fixed income strategy accounts receive a 50% reduction from the standard fee schedule. Accounts with $10M or more use a separate fee schedule. Fees are negotiable on a client-by-client basis.