Mid-American Wealth Advisory Group
Assets Under Management
$283.3M
Number of Clients
936
Number of Advisors
5
Average Client AUM
$303K
AUM per Advisor
$56.7M
Compensation
Fee-Only (AUM)
About This Firm
Mid-American Wealth Advisory Group offers discretionary and non-discretionary asset management services, determining investment strategies based on client goals, time horizons, and risk tolerance. They may use sub-advisers like AE Wealth Management. The firm also provides educational workshops and tax preparation services for an additional fee.
Fee Structure
The firm charges an annual fee based on your total assets under management, as shown in the table. For example, a $100,000 account would be charged 1.25% annually. Accounts within the same household are combined for a reduced fee. The annual fee may be negotiable. They also offer tax preparation services for an additional fee.
Areas of Practice
Location
7505 NW Tiffany Springs Parkway, 4th Floor, Kansas City, MO, 64153