Midwestern Financial Group (MFG) manages investment portfolios and offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. MFG uses fundamental and cyclical analysis, along with active and passive investment strategies. They work with individuals, high net-worth individuals, pension plans, and charities.
Assets Under Management$140M
Clients122
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.76% |
| $5.0M - $10.0M | 0.64% |
| $10M+ | 0.50% |
Annual fees are negotiable. For fee calculation purposes, accounts within the same household are aggregated to reach the fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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