Low Fees.
Proven Process.

Welcome to Middle Street.
An alternative to Wall Street.

Do you ever feel that the process of investing is overly complicated? We see it differently. Being a smart investor can be simple. You just need to do two things well.
Minimize your fees. And invest consistently with a proven method.

That’s what we do at Middle Street Capital. We keep our fees low and transparent to you and we invest your money following principles developed by Nobel Prize winning economists. Principles that have been validated by decades of investment returns.

Pay Low Fees

A Proven Process

Pay Low Fees

Think of it like this. If your retirement portfolio holds the funds that will pay for your bucket list, investment and advisory fees are like a hole in your bucket. Keep the hole as small as possible.

There are four ways to think about fees.

Fees should be transparent.

Would you buy a suit without knowing how much it costs?

Then why invest without knowing what fees are assessed to your accounts? At Middle Street, our fee schedule is drastically lower than our competition and we tell you exactly how we are paid. Our fee schedule is here:

  
    Total Assets Under Management
    Annual Fee
  
    $0-$2 Million
    0.5%
  
    $2,000,001 - $10 Million
    0.25%
  
    $10,000,001 +
    0.125%

Total Assets Under Management	Annual Fee
$0-$2 Million	0.5%
$2,000,001 - $10 Million	0.25%
$10,000,001 +	0.125%

COMPARE THE
FEES OF YOUR
ADVISOR

/

TO THE
FEES OF
OTHERS

If there’s a difference, ask yourself: is your advisor worth it? At Middle Street, we offer a proven investment process at very low fees. About 68% lower than the average Advisory Fee.

Our Fee: 0.5%

Their Fee: 1.27%

ASK ABOUT Fund Fees too.

Did you know that when you invest, the funds themselves charge fees?

You should know what they are and how they stack up against their competitors. At Middle Street, we invest in index funds and ETFs because they deliver market returns at the lowest possible fees. We think that makes sense.

Money not spent on fees compounds over time.

If for every million you invest with us, we could bump up your investment return by $339,000, would that interest you?

Well, that’s the typical impact we have, over time, on a $1 Million portfolio. It’s the beauty of compound interest at work. $5,000 saved every year goes straight into your portfolio and earns, let’s say, 7%, year after year. If we assume your retirement portfolio lasts 25 years, then your $5,000 in fees each year is actually worth $339,498 in future dollars. That’s what we mean by fees matter.