Midwestern Financial Group's Form ADV discloses 1.00% on the first $1.5 million, 0.88% on the next $1 million, 0.76% on the next $2.5 million, 0.64% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #270022), Midwestern Financial Group is subject to fiduciary duty under federal law.
Midwestern Financial Group is headquartered in IOWA CITY, IA.
Midwestern Financial Group serves 41 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, Midwestern Financial Group offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
Midwestern Financial Group manages $173 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, Midwestern Financial Group serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓