Objective investing

Fair fees

Simplified process

Complimentary Basic Portfolio Analysis

Click here for a comprehensive, complimentary analysis for portfolios with a minimum $250,000.

Helpful and Important Information

The basic FAIR SHARE MARKET EXPENSE ANALYSIS SM allows long-term investors to estimate cumulative dollar returns, egregious expenses, and associated risks by inserting the following items:

Amount invested ($1,000 to $1,000,000,000).

Expected annual return (1.0% to 15.0%).  Global 50/50 balanced estimate was 6.3% as of January 1, 2023.  Various sources and methods were used to calculate the consensus return.  They are for educational purposes only to help investors set reasonable expectations.  For example, due to a lack of clear data, ten-year estimates were used for the forty-year forecasts.  Also, as a reference, from 1926 to 2022 the 50/50 balanced return and inflation estimates were 8.1% and 3.0%.

It should also be noted that global equity and fixed estimates as of January 1, 2023 were 8.0% and 4.6%.

Estimated total fees (generally 1.0% to 3.0%).  Aggregate expenses can include:
Financial planning, registered investment adviser, and mutual and exchange traded fund fees;
Transaction (commissions, markups/markdowns, payments-for-order-flow, etc.) fees;
Custodial and other administration fees.

Midwest total fees.  Combined internal and external portfolio management expenses should be 0.2% to 0.6%, depending on account size.

Time horizon in years. Forty years is used to help investors realize the cumulative negative effect that egregious charges have on their economic well-being – see The Wisdom of John Bogle – 2023 research.  For large accounts, customized maturities, cash flows, and other factors can be provided.

NOTE: This chart is for illustrative purposes and does not represent actual or guaranteed results.  For further information, please contact us.

Midwest Asset Management, Inc.
8383 Greenway Blvd., Suite 600
Middleton, WI  53562  USA

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