Midfield Private Wealth provides comprehensive financial planning, consulting, and investment management services. The firm designs tailored investment portfolios using mutual funds, exchange-traded funds, and independent investment managers, operating on either a discretionary or non-discretionary basis. In addition to managing investments, Midfield Private Wealth offers guidance across a broad range of areas, including business planning, cash flow forecasting, trust and estate planning, retirement planning, tax planning and preparation, insurance planning, and education funding. The firm primarily serves individuals, trusts, estates, charitable organizations, and business entities. Portfolios are constructed using a combination of strategic and tactical asset allocation, incorporating fundamental research to balance risk, return, cost efficiency, and liquidity. Clients generally hold their assets with Charles Schwab & Co., Inc. while Midfield Private Wealth oversees ongoing portfolio management and conducts regular reviews.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Fees are negotiable. The firm may charge a lesser fee or accept smaller accounts based on criteria such as anticipated future assets, family accounts, or pre-existing relationships. Alternatively, the firm may charge a negotiated fixed fee for investment management.