Firm
Middle Street Capital
Newfields, New Hampshire
Fee-only
Middle Street Capital at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 79 individual clients, 41 of them high net worth.
- Its average account is about $533,000 (assets it manages divided by its 248 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Newfields, New Hampshire |
|---|---|
| Website | middlestreetcapital.com |
| Phone | (603) 531-3773 |
Middle Street Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Lower than $2,000,000 0.5%" source
"$10,000,001 - and Up 0.125%" source
"Lower than $2,000,000 0.5%" source
"Asset-Based Fees for Portfolio Management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $132 million |
| Individual clients | 38 |
| High-net-worth clients | 41 |
| Accounts managed | 248 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-136408) |
| Financial planning | Offered |
| Form ADV filed | May 1, 2026 |
| SEC record | CRD 226513 |