Midwest Heritage Financial Advisors offers investment advice and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Services include investment management using a diversified approach, financial planning, retirement planning, and tax planning. Midwest Heritage acts as a fiduciary, legally required to act in the client's best interest.
Assets Under Management$400M
Clients334
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. The Adviser also offers a flat fee program for certain clients that buy/sell only equities.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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