Keith Heil is a PFS-designated registered investment advisor at Dale K. Ehrhart, INC., based in Sunrise Beach, MO, with 25 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $650M 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 | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable depending on client needs and situation complexity.
Fee Estimator
Location
Sunrise Beach, MO
Get directionsHistory
Regulatory 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 Activities
Keith is an Owner and Investment Advisor at Arise Wealth Management, LLC, and also an Owner and CPA for Heil CPA Services, LLC.
Employment History
Current Registrations
Dale K. Ehrhart, INC.
Previous Registrations
Arise Wealth Management, LLC
Cornerstone Wealth Advisors, LLC
Legacy Financial Group, INC.
Ernst & Young LLP
State Registrations1 state
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
More Advisors
- Mary Flaherty, CFPProspera Financial Services, INC.