Midwestern Securities Trading Co.,llc

Assets Under Management

$1.6B

Number of Clients

10,329

Number of Advisors

46

Average Client AUM

$158K

AUM per Advisor

$35.4M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Midwestern Securities Trading Company, LLC provides financial planning and account supervisory management services. Portfolio management is the firm’s primary advisory activity. They offer the Midwestern Securities Lighthouse Portfolios™, a discretionary model portfolio. Fees are negotiable and depend on factors like portfolio complexity and service level.

Fee Structure

Minimum Investment:$500
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.30%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.85%
$10M+0.55%

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
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningCharitable GivingInsurance Planning
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Location

235 Everett St, East Peoria, IL, 61611

46 Advisors at this firm

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