First Heartland Consultants, INC.
Assets Under Management
$1.8B
Number of Clients
6,771
Number of Advisors
94
Average Client AUM
$262K
AUM per Advisor
$18.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
First Heartland Consultants offers financial planning, consulting, and investment advisory services through its network of independent contractor IARs. Services include financial planning, a model management platform for 401(k) accounts, and a non-wrap advisory program. Fees are negotiable between the client and the IAR, except for the SDBA program.
Fee Structure
Fees for financial planning and consulting services are negotiable, with IARs charging up to $250 per hour or a fixed fee. There is no minimum or maximum fixed fee. The specific hourly rate or fixed fee will be specified in your agreement. For SDBA services, the fee is fixed and may not be negotiated. A minimum account value of $6,500 is required for non-wrap and SDBA services, but this may be waived in certain circumstances.
Areas of Practice
Location
4101 Lake St. Louis Blvd, Lake St. Louis, MO, 63367