Fees and Minimums

Midland Wealth Management is a fee-only wealth management advisor. This means we do not sell insurance or any financial product for a commission or engage in soft dollar or referral fee arrangements.

Our wealth management and investment advisory services are provided objectively with no hidden agendas or disguised product sales.

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%).

We suggest a minimum net worth of eight million dollars to provide our wealth management services.