Midwest Capital Advisors Fees & Minimum

Overview

Headquarters: Grand Rapids, MI
Total Firm Assets: $1.4 billion
Average High-Net-Worth Client Portfolio Size: $2.3 million

Fee Disclosure

Source: MCA ADV PART 2A (2026-10-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	0.90%
$1,000,001	$2,000,000	0.75%
$2,000,001	$5,000,000	0.60%
$5,000,001	and above	0.50%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$34,500	0.69%
$10 million	$59,500	0.60%
$50 million	$259,500	0.52%
$100 million	$509,500	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 21.46%
Number of High-Net-Worth Clients: 125
Total Client Accounts: 971
Discretionary Accounts: 966
Non-Discretionary Accounts: 5

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 125389

MCA ADV PART 2A (2026-10-30) (fee schedule source) · View brochure text

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

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Midwest Capital Advisors, LLC