Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Minimum quarterly fee of $250. Fee is negotiable based on the size and complexity of the account. At our sole discretion we may reduce this fee should the account size cause the fee to exceed 3%.
Fee Estimator
Heartland Wealth Strategies charges fees for both financial planning and portfolio management. Financial planning fees are either hourly ($150/hour) or fixed (ranging from $250 to $2,500 for an initial plan), depending on the complexity. Portfolio management fees are based on a percentage of assets managed, as detailed in the fee table. The minimum quarterly fee is $250, but this may be reduced if it exceeds 3% of the account value. Fees are negotiable based on account size and complexity.
Areas of Practice
Advisor Information
Office location
3515 Hofman Ln., Ste. B, Manhattan, KS, 66502
Get directionsRegulatory 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 ActivitiesSells Insurance
Michael owns two rental properties with his wife and is a partner in both a retail liquor store and a fitness business. He is also an insurance agent since 2006, dedicating about 20% of his time to discussing insurance products and services with clients.