Michael Heatwole
Michael Heatwole is a CFP-designated registered investment advisor at The Dala Group, LLC, based in Hoffman Estates, IL, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Retirement Planning, and 1 more. Their firm serves 239 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Dala Group offers portfolio management services only through wrapped accounts. The minimum fee for this service is $4,800 per year. Fees are billed monthly in arrears based on the market value of your portfolio on the daily time-weighted average of the month. More information can be found in the firm's Wrap Fee Program Brochure.
Location
2815 Forbs Avenue, Suite 107, Hoffman Estates, IL, 60192
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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 ActivitiesSells Insurance
Michael works as an insurance agent selling insurance products for W & R Insurance Agencies since 2012. He also serves on the advisory board for The Salvation Army and as Vice-President for BNI, a networking organization, and as a notary, dedicating minimal time to each.
Employment History
Current Registrations
The Dala Group, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations2 states
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