Heidi Provost
Heidi Provost is a registered investment advisor at Impact Partnership Wealth, LLC, based in Saint Louis, MO, with 2 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.
Location
425 N New Ballas Rd, Ste 111, Saint Louis, MO, 63141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Heidi is the President of Ricken Financial, where she provides retirement planning, life insurance and annuity sales, and tax preparation and planning services. She spends about half her time on these activities, including managing the team during tax season, preparing tax returns, and consulting on insurance/annuity products.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
State Registrations1 state
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