Midwest Capital Advisors, LLC

Midwest Capital Advisors, LLC (MCA) is a Michigan-based investment advisory firm established in 2003. The firm offers consulting and investment management services to individuals, retirement plans, not-for-profits, and other entities. MCA's investment strategies include a range of asset classes, such as open-end mutual funds, exchange-traded funds, and private and alternative funds. The firm provides financial planning services to wealth management clients, tailoring portfolios based on individual needs and risk tolerance. MCA manages over $1.1 billion in client assets, with a minimum annual fee of $5,000 for wealth management clients. The firm charges fees based on a percentage of assets under management, with a tiered fee schedule. MCA does not charge performance-based fees or receive compensation from third parties for selling investment products. The firm exercises discretionary authority over client accounts, providing broad investment management services while ensuring compliance with client objectives. Clients receive regular account reviews and reports, with a focus on transparency and client communication. MCA does not vote proxies on behalf of clients and does not maintain custody of client assets. Clients can request a full copy of the firm's brochure for detailed information on services and fees. For more information, clients can contact MCA directly at 616-454-9600 or [email protected].