Heartland Wealth Strategies provides investment advice, including financial planning and investment management. At the beginning of the relationship, Heartland Wealth Strategies discusses your existing portfolio, investment goals, and risk tolerance. The firm primarily invests in diversified portfolios of mutual funds and Exchange Traded Funds.
Assets Under Management$49M
Clients187
Advisors1
Avg. per Client$260K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Minimum quarterly fee of $250. Fee may be reduced if it exceeds 3% of the account size. Fees are negotiable based on the size and complexity of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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