Fees and Minimums

Midland Wealth Management is a fee-only wealth management advisor.

Our fee covers all services provided to clients. The fee is based on the asset under advisement starting at one percent (1%) for the first million dollars. As the fair market value of the assets increase our fee decreases. From one million to three million, the fee is lowered to 0.85%, for three million to five million the fee is three-quarters of a percent (0.75%). For the next five million the fee is 0.65% and for amounts ten million and above it is one-half of one percent (0.50%).