Stephen Heitzmann
Stephen Heitzmann is a registered investment advisor at Bauer Wealth Management INC., based in Colorado Springs, CO, with 14 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 162 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 $10.0M | 1.25% |
| $10.0M - $30.0M | 1.00% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
This fee schedule is for Family Office Client Services. Concierge Wealth Management fees start at 1.5% on the first $1M, then 1.25% on the next $4M, then 1% on the next $5M, then 0.75% on amounts over $10M. Investment Management Only fees start at 1.25% on the first $1M, then 1% on the next $4M, then 0.75% on the next $5M, then 0.5% on amounts over $10M. Fees and minimums are negotiable.
Fee Estimator
Location
7680 Goddard Street, Suite 213, Colorado Springs, CO, 80920
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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
Stephen is the CEO of Altruistic Investing, LLC., and Bauer Wealth Management, LLC., focusing on portfolio management.
Employment History
Current Registrations
Bauer Wealth Management INC.
Previous Registrations
Advenire Wealth Management
Altruistic Investing
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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