Jay Mix is a registered investment advisor at Midland Wealth Management, based in Effingham, IL, with 15 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 138 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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% |
The Advisor imposes a minimum fee of $1,000 or the fee schedule above, whichever is greater. If the firm manages an account under its fixed income strategy, the fees for the fixed income strategy will be reduced by 50% from the standard fee schedule.
Fee Estimator
Location
1201 Network Centre Drive, Effingham, IL, 62401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay engages in insurance sales in an individual capacity, dedicating about 10% of his time to this activity. This activity is investment-related and shares the same address as his primary business.
Employment History
Current Registrations
Midland Wealth Management
Previous Registrations
Country Capital Management CompanyBroker
State Registrations1 state
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