Midwest Financial Strategies (MFS) provides portfolio management based on individual client goals and risk tolerance. MFS creates investment plans and manages portfolios, seeking to act in the client's best interest. MFS also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. MFS may use Advyzon Investment Management (AIM) for turnkey asset management, trading, and billing services.
Assets Under Management$39M
Clients102
Advisors1
Avg. per Client$390K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...