How does the advisor help clients – Key Takeaways:
FIRST HEARTLAND CONSULTANTS, INC. is a leading financial advisory firm committed to helping clients achieve their financial goals. With a team of expert advisors and a range of services, the firm offers personalized solutions to clients across various industries and sectors.
Facts and Insights
Founded in 2001, FIRST HEARTLAND CONSULTANTS, INC. has been providing top-notch financial advisory services for over two decades. The firm boasts a strong track record of success, with a diverse clientele ranging from individuals and families to small businesses and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 20+ years |
Financial Services Offered
FIRST HEARTLAND CONSULTANTS, INC. offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, insurance planning, estate planning, and more. Their team of experienced advisors works closely with clients to develop customized financial plans that align with their specific needs and goals.
Client Types
The firm serves a diverse clientele, including high-net-worth individuals, families, small businesses, and corporations. They have the expertise to work with clients of all backgrounds and financial situations, providing tailored solutions to help them achieve their unique goals.
Fees & Compensation
FIRST HEARTLAND CONSULTANTS, INC. charges a fee based on a percentage of assets under management for investment management services. For other financial services, such as retirement planning and insurance planning, they may charge a flat fee or hourly rate. The firm operates on a fiduciary standard, meaning they always act in their clients’ best interests and are transparent about their fees and compensation structure.
Background
FIRST HEARTLAND CONSULTANTS, INC. was founded by a team of financial professionals with extensive experience in the industry. With a strong focus on client relationships and personalized service, the firm has grown to become a trusted and reputable name in the financial advisory space.
Financial Advisor Disclosures to Know
FIRST HEARTLAND CONSULTANTS, INC. believes in full transparency and provides all relevant disclosures to their clients, including any potential conflicts of interest and disciplinary history. Clients can access this information through the firm’s website or by speaking with their advisor.