Midway Capital Research & Management LLC fees
Financial planner in Chicago, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 17, 2026, Midway Capital Research & Management LLC (Chicago, IL) charges $300 an hour and a quarterly fee of $2,000-$12,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Chicago median of $250; 59% of the 32 other planners in Chicago that publish an hourly rate charge less. Above the Illinois median of $275; 52% of the 115 other planners in Illinois charge less.
“In consideration of our standalone financial planning services, we typically charge a flat fee that ranges from $2,000 to $12,000 per quarter or an hourly fee of $300 per hour.”
- Quarterly fee
- $2,000-
$12,000/qtr From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
How Midway Capital Research & Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Each client should review the services agreement signed with us for the fees that will be charged and how fees will be payable.”
- “Fees are negotiable, but we reserve the right to accept or reject different fees proposed by the client.”
- “Financial planning fees are charged in arrears, prorated from initial engagement up to the effective date of termination of our client services agreement, and payable by check, or by ACH or credit card through a third-party payment processor. iii.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 51
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $110 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 17, 2026
- CRD number
- 147139 (opens in new tab)
- Phone
- (312) 445-8562
Registered or notice filed in 4 states: California, Illinois, New York, Texas
Other planners in Chicago that publish fees
- Kinkelaar & AssociatesChicagoHourly $230/hr
- Mygen PlanningChicagoHourly $250/hr, Flat $500-$5,000
- Lakeshore Private Office LLCChicagoHourly $600/hr, Flat from $5,000
- Bright Lantern Financial LLCChicagoHourly $400/hr
- Lake Jericho, LLCChicagoHourly $250/hr
- Clancy Capital Advisors LLCChicagoHourly $300/hr, Flat $800-$10,000 2025 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.