Midwest Financial Network Fees & Minimum

Overview

Headquarters: Tinley Park, IL
Total Firm Assets: $142 million
Average High-Net-Worth Client Portfolio Size: $1.2 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: MIDWEST FINANCIAL NETWORK FORM ADV PART 2A - 20260214 (2026-10-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$2,000,000	1.05%
$2,000,001	$5,000,000	0.85%
$5,000,001	and above	0.68%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$48,500	0.97%
$10 million	$82,500	0.82%
$50 million	$354,500	0.71%
$100 million	$694,500	0.69%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 69.22%
Number of High-Net-Worth Clients: 80
Total Client Accounts: 537
Discretionary Accounts: 536
Non-Discretionary Accounts: 1

Services Offered

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

Regulatory Filings

SEC CRD Number: 302095

MIDWEST FINANCIAL NETWORK FORM ADV PART 2A - 20260214 (2026-10-09) (fee schedule source) · View brochure text

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

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Midwest Financial Network, LLC