Midwestern Securities Trading Co.,llc
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Midwestern Securities Trading Company, LLC offers financial planning and account management services. The firm manages investment portfolios and may refer clients to third-party advisors. They offer a discretionary model portfolio called Midwestern Securities Lighthouse Portfolios™. The firm's services are tailored to individual client needs, and clients may impose restrictions on investments in certain securities, except for those in the Lighthouse Portfolios. Midwestern Securities also provides 3(38) Investment Fiduciary services for ERISA Plans.
Assets Under Management$1.6B
Clients10,329
Advisors51
Avg. per Client$160K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Advisory fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
51 Advisors at this firm
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