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Midwest Capital Advisors, LLC

Headquartered in GRAND RAPIDS, MI

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Firm Information

Midwest Capital Advisors, LLC is a Grand Rapids, MI-based investment advisor with over $947 million in regulatory assets under management. The firm provides financial planning, portfolio management, and retirement plan consulting services to individuals, businesses, pension plans, and charitable organizations. They have a team of 7 investment advisor representatives.

Midwest Capital Advisors, LLC

630 KENMOOR AVE. SE

GRAND RAPIDS, MI 49546

$947.30M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting

Retirement plan consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees

Branch Locations (1)

MIDWEST CAPITAL ADVISORS, LLC has a total of 1 branch locations across the country.

Advisors at Midwest Capital Advisors, LLC

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Disclosures

There are no public disclosures for Midwest Capital Advisors, LLC.

Frequently Asked Questions (6)

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