David Heim
David Heim is a registered investment advisor at Strategic Wealth Advisors Group, INC., based in Nixa, MO, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 544 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.80% |
Fees for amounts over $15,000,000 are negotiable. Independent manager fees are separate and range up to 0.50% annually.
Fee Estimator
Location
Nixa, MO
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
David is a co-owner/agent at Heim Financial Solutions. He spends about three-quarters of his time on this investment-related activity, but the filing does not specify the nature of the business.
Employment History
Current Registrations
Strategic Wealth Advisors Group, INC.
Previous Registrations
United Advisors America Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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