As a client of Midwest Investment Management, you will receive a full range of personal investment services that includes:

• An assessment of your personal investment goals. We will help you determine your future needs—whether it’s growth of capital, retirement planning, charitable donations, or creating a trust fund.
• Establishing and maintaining a custodial relationship for your holdings at a bank trust department. This provides you with an extra level of security by using an independent, third-party custodian.
• Periodic meetings with you to discuss your financial goals and modify your portfolio composition if your needs have changed.
• Providing you with a personal account balance and performance statement at the end of each calendar quarter.
• A comprehensive, timely, and useful quarterly newsletter with information about investment trends; the national business and economic outlook; significant changes in tax laws; insightful commentary; and much more.
• Ongoing attention to your account from experienced, seasoned investment manages, and prompt attention to your needs or requests.

FEES
Our annual management fee for all our professional investment services is:

1.00% of total assets for accounts of $1 million to $2.5 million.
0.75% of total assets for accounts $2.5 million to $10 million
0.60% of total assets for accounts $10 million to $40 million
0.50% of total assets for accounts over $40 million.

One quarter of the annual fee is payable at the end of each calendar quarter based upon the value of the account at the end of that quarter. A commission is paid on portfolio transactions at competitive rates to the executing broker. We have negotiated preferred bank and brokerage custodial arrangements.