Assets Under Management
$1.9B
Number of Clients
88
Number of Advisors
13
Average Client AUM
$21.4M
AUM per Advisor
$145.1M
Compensation
Fee-Only (AUM)
Heartland Advisors is an investment advisory firm providing discretionary investment management services to separate account clients, mutual fund portfolios, and other financial institutions. They may also provide services through wrap programs and model portfolio programs. Heartland's investment process relies on fundamental research and a set of criteria known as Heartland’s 10 Principles of Value Investing.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15M+ | 0.85% |
Fees negotiable above $15,000,000.
790 N Water Street Suite 1200, Milwaukee, WI, 53202