As a client of Midwest Investment Management, you will receive a full range of personal investment services that includes:
Investment Management Fees
Our annual management fee for all our professional investment services is:
1.00% of total assets for accounts up to $2.5 million.
0.75% of total assets for accounts $2.5 million to $5 million
0.60% of total assets for accounts $5 million to $7.5 million
0.50% of total assets for accounts $7.5 million to $15 million
0.40% of total assets for accounts $15 million to $20 million
0.30% of total assets for accounts over $20 million.
The above schedule applies to equity and balanced investment portfolios. One quarter of the annual fee is payable at the end of each calendar quarter based upon the value of the account at the end of that quarter. A commission is paid on portfolio transactions at competitive rates to the executing broker.