Midwest Asset Management, Inc. fees and pricing

Financial planner in Verona, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Midwest Asset Management, Inc. charges $300⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$500/hr; “-3- Quantitative Portfolio Management $ Investment Amount Sliding Fee Schedule Minimum 500,001 to 1,000,001 to 2,000,001 to 5,000,001 to 10,000,001 or more 500,000 1,000,000 2,000,000 3,000,000 10,000,000 negotiable $ Client Total Amount Invested % Annual Fee 500,000 1,000,000 2,000,000 3,000,000 10,000,000 0.50…”

Payment and refund terms, quoted from the fee section of the brochure.

“Clients may pay Midwest directly or request that invoices be paid directly from the account.”
“Midwest fees are generally payable quarterly and may be payable semi-annually (but always less than six months) during the quarter or six-month period, and either party may terminate the relationship with ten (10) business days’ written notice.”
“If a contract is terminated prior to the end of the billing cycle a pro-rata refund will be returned to the client based on the market value of the account at the beginning of that cycle.”

Its hourly rate of $300-$500 is above the Wisconsin median of $300. 75% of the 95 other Wisconsin planners that publish an hourly rate charge less.

Principal: James W. Byrd
Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 1987 (39 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 113282
Website: quantmanagement.com (opens in new tab)
Phone: (608) 273-2900

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