Midwest Capital Advisors (MCA) offers investment management and consulting services to individuals, retirement plans, and not-for-profit organizations. For individuals, MCA manages retirement and non-retirement investment assets and provides financial planning services. MCA works with clients to develop investment guidelines and strategies tailored to their needs. MCA may recommend private and alternative investments. MCA does not provide legal, estate, actuary, tax, or tax preparation services.
Assets Under Management$1.1B
Clients321
Advisors8
Avg. per Client$3.5M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Minimum annual fee is $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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