First Heartland Consultants offers personalized investment management, financial planning, and consulting services through a network of independent financial professionals known as investment adviser representatives. Clients can choose from several programs, including a non-wrap asset management program custodied at Charles Schwab, a self-directed brokerage account program utilizing model portfolios, and standalone financial planning. The firm's professionals help clients evaluate their financial situations, set objectives, and build customized portfolios using mutual funds, exchange-traded funds, equities, fixed income securities, and other products. First Heartland Consultants works with individuals, families, retirement accounts, trusts, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.