Assets Under Management
$49.0M
Number of Clients
187
Number of Advisors
1
Average Client AUM
$262K
AUM per Advisor
$49.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Heartland Wealth Strategies LLC provides personalized investment advisory services, including financial planning and portfolio management. They tailor advice based on individual client needs, investment objectives, risk tolerance, and goals. The firm primarily invests in diversified portfolios of mutual funds and ETFs, focusing on asset allocation and risk management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Minimum quarterly fee of $250. Fees are negotiable.
3515 Hofman Ln., Ste. B, Manhattan, KS, 66502