EH
EH

Ethan Heiden

5 Years of Experience
Grand Rapids, MI

Ethan Heiden is a registered investment advisor at Fiduciary Financial Advisors, based in Grand Rapids, MI, with 5 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,035 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,035 clients
Average Client Portfolio
$573K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.95%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10.0M - $50.0M0.50%
$50.0M - $150.0M0.30%
$150M+0.15%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

124 Fulton St. East, Suite 200, Grand Rapids, MI, 49503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ethan is employed full-time as a Powertrain Manufacturing Engineer at Ford Motor Company. This role involves designing and implementing complex systems and processes for manufacturing powertrain components.

Employment History
Current Registrations
Fiduciary Financial Advisors
December 2021 - Present · 4 yrs 4 mos
Previous Registrations
Personal Finance Engineered
December 2020 - January 2022 · 1 yr 1 mo
State Registrations2 states
MITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.