Midland Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, not-for-profit entities, and businesses. They provide customized wealth management solutions, including discretionary investment management. They also offer financial planning services covering investment planning, retirement planning, education savings, estate planning, and insurance needs. Midland Wealth Management may recommend unaffiliated investment managers.
Assets Under Management$2.9B
Clients138
Advisors19
Avg. per Client$21M
Avg. per Advisor$150M
www.linkedin.com/company/midland-wealth-managem... ·www.midlandsb.com/wealth-management ·www.midlandsb.com/personal/wealth
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The Advisor imposes a minimum fee of $1,000 or the fee schedule above, whichever is greater. If the firm manages an account under its fixed income strategy, the fees for the fixed income strategy will be reduced by 50% from the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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