Middleton & Company Fees & Minimum

Overview

Headquarters: Vancouver, WA
Total Firm Assets: $131 million
Average High-Net-Worth Client Portfolio Size: $2.1 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: TOWYN ADV PART 2A (2026-04-24) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$5,000,000	0.65%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$38,000	0.76%
$10 million	$63,000	0.63%
$50 million	$263,000	0.53%
$100 million	$513,000	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 68.55%
Number of High-Net-Worth Clients: 43
Total Client Accounts: 388
Discretionary Accounts: 388

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 284996

TOWYN ADV PART 2A (2026-04-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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