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They include 326 high-net-worth individuals, 112 individual clients, and 64 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Midwest Financial Partners Investments offer?","answer":"Midwest Financial Partners Investments provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Midwest Financial Partners Investments charge?","answer":"Midwest Financial Partners Investments charges 0.71%–1.26% a year for its Comprehensive Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ADV PART 2A - FIRM BROCHURE, filed 3 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Midwest Financial Partners Investments use?","answer":"Midwest Financial Partners Investments’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $1.18B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Midwest Financial Partners Investments have?","answer":"Midwest Financial Partners Investments has 9 investment adviser representatives registered with state securities authorities, out of 30 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Midwest Financial Partners Investments invest in?","answer":"At the end of its last fiscal year, Midwest Financial Partners Investments’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Midwest Financial Partners Investments?","answer":"Midwest Financial Partners Investments is owned through a trust by Thomas St Hilaire. Its direct owner is Thomas D. St. Hilaire Revocable Trust (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Midwest Financial Partners Investments get paid?","answer":"Midwest Financial Partners Investments is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Midwest Financial Partners Investments registered with the SEC?","answer":"Yes, Midwest Financial Partners Investments has been registered with the SEC as an investment adviser since 15 December 2014. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}