Heartland Wealth Strategies LLC
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
About This Firm
Heartland Wealth Strategies LLC provides personalized investment advisory services, including portfolio management and financial planning. 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.
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
Location
3515 Hofman Ln., Ste. B, Manhattan, KS, 66502