Heartland Northeast LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Heartland Northeast creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Heartland Northeast generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities and equities.
Assets Under Management$30K
Clients2
Advisors1
Avg. per Client$15K
Avg. per Advisor$30K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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