Low fees change everything
Our Low Fee Index Fund Investing can save you thousands each year.
Asset-Based Fees for Portfolio Management
Say NO to 1% !
Total Assets Under Management | Annual Fee |
Lower than $2,000,000 | 0.5% |
$2,000,001 - $10,000,000 | 0.25% |
$10,000,001 - and Up | 0.125% |
Get a free Cost comparison
The fees really make a difference. We want to show you just how much. Click the button below to get a free, no-strings rate comparison.
Investments with Lower Fees and Higher Returns
Middle Street Capital manages your investments with some of the lowest fees in the industry. In fact, we can save you on average 68% in annual fees. Because of the miracle of compounding (see below), even small fee reductions can make a big difference in the size of your nest egg.
Average Advisor Fee %
Compound means exponential
When you invest money into any fund that provides a rate of return, your money grows by that rate. But that rate not only applies to the original amount invested, but also to the amount your money has grown because of it. So the more it compounds, the more you have. The more you have, the more it compounds. It’s a beautiful cycle—one that can actually increase your investment returns eightfold over 30 years. That’s why it’s often called the “miracle of compounding.” But it’s not really a miracle, it’s just math.
29.6% of profits are paid as fees
The compound curse
Unfortunately, interest isn’t the only thing that compounds over time. Fees compound too. Think about it. Just as adding money to your investments can quickly grow your total savings, money that is removed from your savings — by annual fees, for example — will compound over time and dramatically eat away at your savings. Even a seemingly small annual fee such as 1.27%, the average U.S. mutual fund fee, can take away almost 30% of your investment return when compounded over 10 years. We know. It’s shocking.
Questions?
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