Midwest Financial Partners Investments Inc

Item 5: Fees & Compensation

    How We Are Compensated for Our Advisory Services

    Comprehensive Portfolio Management:

    Our firm’s annualized fees are billed on a pro-rata basis quarterly in advance based on the value of
    your account on the last day of the previous quarter. The specific billing arrangement will be detailed
    in the signed client agreement and investment policy statement. Unless indicated otherwise in
    writing, our firm bills on cash and cash equivalents. Fees are negotiable and will be deducted from
    your managed account. As part of this process, the client is made aware of the following:

         a) Your independent custodian sends statements at least quarterly to you showing the market
            values for each security included in the assets managed by our firm and all disbursements in
            your account including the amount of the advisory fees paid to us;
         b) You provide authorization permitting us to be directly paid by these terms. We send our
            invoice directly to the custodian; and
         c) If we send a copy of our invoice to you, it will include a legend urging you to compare
            information provided in our statement with those from the qualified custodian.

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    Fees for accounts custodied at Pershing Advisor Solutions, LLC (“Pershing”) are assessed according
    to the tiered fee schedule below:

                      Assets Under Management        Annual Percentage of Assets Charge
                             $0 to $250,000                       1.26%
                          $250,001 to $500,000                    1.02%
                         $500,001 to $1,000,000                   0.99%
                        $1,000,001 to $2,000,000                  0.78%
                        $2,000,001 to $5,000,000                  0.71%
                       $5,000,001 to $10,000,000                  0.75%
                            Over $10,000,000                      0.75%

    For example, a client with $1,000,000 in assets under management will be assessed a fee of 1.26%
    on those assets under $250,000, 1.02% for assets between $250,001 and $500,000, and 0.99% for
    assets between $500,001 and $1,000,000.

    Clients with accounts custodied at Fidelity Brokerage Services (“Fidelity”) are assessed a flat fee of
    0.30%.

    Bond ladders and dedicated bond accounts will be charged a fixed rate of 0.40% or the initially
    assessed fixed fee rate. Dedicated CD accounts will be charged a fixed rate of 0.40%.

    Advisory fees charged by any other selected custodians will not exceed 1.26%.

    Related Accounts

    Related Accounts, which are Pershing accounts belonging to a member of a client’s family
    participating in the Comprehensive Portfolio Management service, may be aggregated for advisory
    fee purposes, so that each account will pay a fee which is calculated on the basis of the total of all
    Related Accounts. Related Accounts will be specified in the client’s advisory agreement.

    Pontera Order Management System

    Our firm will manage certain client account(s) that are held at a custodian that is not directly
    accessible by our firm using Pontera Solutions, Inc. (“Pontera”)’s order management system. Our firm
    will assess an annual advisory fee of up to 0.60% per account managed through Pontera. This
    advisory fee will be billed quarterly in advance based on the value of the account on the last day of
    the previous quarter. The advisory fee payable for any held away accounts will be deducted directly
    from another client account. If there are insufficient funds available in another client account or our
    firm believes that deducting the advisory fee from another client account would be prohibited by
    applicable law, we will invoice the client directly.

    Flourish Cash

    Our firm recommends the services of Flourish Cash when deemed to be in a client’s best interest.
    Flourish Cash is an online cash management solution that seeks to provide clients with competitive
    APY and elevated FDIC coverage for their deposits placed at program banks. Flourish Cash is offered
    by Flourish Financial LLC, a registered broker-dealer and FINRA member. Our firm is not affiliated
    with Flourish Cash or any of the program’s banks. We do not assess an advisory fee on Flourish Cash
    accounts. Any fees charged by Flourish Cash will be described to clients in a separate written

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    disclosure documents and/or agreement. Clients will be required to sign a separate agreement with
    Flourish Cash if they choose to use Flourish Cash’s services.

    Retirement Plan Consulting:

    The maximum annual fee charged will not exceed 1.00% of the Plan assets under management. The
    fee-paying arrangements for retirement plan consulting service will be determined on a case-by-case
    basis and will be detailed in the signed Retirement Plan Consulting Agreement.

    Other Types of Fees & Expenses

    Clients with assets custodied at Pershing are charged an annual 0.10% fee on eligible assets.

    Fidelity eliminated transaction fees for U.S. listed equities and exchange traded funds for clients who
    opt into electronic delivery of statements or maintain at least $1 million in assets at Fidelity. Clients
    who do not meet either criteria will be subject to transaction fees charged by Fidelity for U.S. listed
    equities and exchange traded funds. Pershing has not eliminated transaction fees for U.S. listed
    equities and exchange traded funds, so clients may pay for investing in the same securities in
    Pershing. However, our firm primarily recommends mutual funds and does not typically recommend
...

Item 7: Types of Clients & Account Requirements

    We have the following types of clients:
       • Individuals, Families, and High Net Worth Individuals;
       • Trusts, Estates or Charitable Organizations;
       • Pension and Profit Sharing Plans;

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         •    Corporations, Limited Liability Companies and/or Other Business Types.

    We do not impose requirements for opening and maintaining accounts or otherwise engaging us.

    Clients who custody their assets at Fidelity will not be charged transaction fees for U.S. listed equities
    and exchange traded funds if they opt into electronic delivery of statements or maintain at least $1
    million in assets at Fidelity.