CONNECT

Address:

393 Red Cedar Street Suite 4
Menomonie, WI 54751

Phone:

(715)231-2058

Fax/Other:

(715)231-4744

Fees & Expenses

Heartland Financial Associates, LLC - Wealth Management is a fee-based advisory services firm. All of our financial consultation and advisory fees are disclosed prior to entering into a client relationship and our fees are 100% transparent.  We are proud of our fee structure and believe we deliver premier value to our clients. 

Because all clients are unique, we evaluate your individual situation by offering a complimentary financial consultation. After the initial discussion, we can tailor a plan that works for you and then provide a clear estimate of any fees that will be involved with creating and maintaining your plan.

If you have recently reached a key financial milestone such as marriage, divorce, having children or grandchildren, retirement, or the death of a loved one, you may simply need an objective financial review or personal coaching. But we understand that you may be looking for a trusted partner to provide these services as well as manage your portfolio as part of an ongoing relationship. Once we know your needs, we can give you a specific menu of our costs, including:

  • Consultation – Fees range from $750 to $5000, depending on the scope of the project.
  • Asset management – The average fees range from .25% to 2% annually, depending on the value of your managed assets.
  • Project based – Fees for projects such as funding trusts, division of assets, changing beneficiaries or re-titling of assets are billed at our hourly rate of $150 for professional work.

With our consultative approach and transparent fee structure, you can always be sure that we are acting in your best interest.

 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck