Sarasota, FL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Midwest Financial Partners
Team
Firm-wide stats for Midwest Financial Partners
Clients per advisor
49 TypicalAvg AUM per client
$3,383,040 Very HighHNW client ratio
74% Very HighAbout
Midwest Financial Partners works with individuals, families, high-net-worth clients, trusts, employer retirement plans and business clients, providing comprehensive portfolio management and retirement plan consulting. The firm reports managing roughly $1.5 billion in client assets through a team of nine advisors and serves about 438 client relationships.
The firm builds individualized investment plans after at least one client meeting, proposing portfolios that may include ETFs, mutual funds, individual stocks and bonds, with regular reviews and periodic rebalancing. It uses institutional custodial platforms and supporting technology — including an order-management system to manage held-away accounts and a recommended cash-management solution (Flourish Cash) — to administer client accounts and cash positions.
Notable distinctions in the brochure include affiliated family-office entities that may serve as trustees and provide bill-pay and tax-preparation services, and the firm’s role as an insurance broker or agent, features that are less common among peer team advisers. The firm also notes private ownership through a personal trust, a formal code of ethics and custody oversight procedures.
Based on Midwest Financial Partners
Location
Sarasota FL
Advisors at this office
1
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