Robert Heaton is a registered investment advisor at Cedar Valley Wealth Advisors, based in Cedar Falls, IA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 95 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K+ | 0.50% |
This fee schedule applies to Portfolio Management Services. There is a minimum quarterly fee of $1,500. Fees may be negotiable in certain circumstances. The firm also offers Retirement Account Portfolio Management – IRA Fiduciary Advisors Services with a different fee schedule.
Fee Estimator
Location
411 Viking Road, Suite A, Cedar Falls, IA, 50613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a managing member of Cedar Valley Tax & Accounting, LLC since 2014, dedicating about 10-20% of his time to income tax compliance, advice, and accounting services. He is also a consultant for Touchstone Tax & Accounting, LLC since 2022, spending a few hours per week on similar duties.
Employment History
Current Registrations
Cedar Valley Wealth Advisors
State Registrations1 state
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