Advisor at Cedar Valley Wealth Advisors
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Firm
Cedar Valley Wealth Advisors
Location
Cedar Falls, IA 50613
Credentials
Series 63
Industry experience
24 years
Robert Heaton is a financial advisor with Cedar Valley Wealth Advisors in Cedar Falls, IA, holding a Series 63 designation and 24 years of industry experience. He has been with Cedar Valley Wealth Advisors since 2001 and also serves as managing member of Cedar Valley Tax & Accounting, a non-investment related CPA firm, since 2014. Additionally, he consults for Touchstone Tax & Accounting, providing income tax compliance and accounting services. Cedar Valley Wealth Advisors offers discretionary portfolio management, employee benefit plan consulting, and IRA fiduciary portfolio services to individuals, trusts, and businesses. The firm employs a long-term, academic investment approach based on Modern Portfolio Theory and strategic asset allocation, incorporating tax-aware implementation and individualized trading strategies.
Based on Cedar Valley Wealth Advisors
Based on Cedar Valley Wealth Advisors
One-time administrative fee not to exceed $1,000 for Portfolio Management Services; one-time administrative fee up to $150 for IRA Fiduciary Advisors services; additional specified fees for account set-up, transfers, beneficiary changes, and other services
$0 - $600,000: 1.00% $600,000+: 0.50%
Client initiated contacts beyond the first hour per calendar year for Retirement Account Portfolio Management – IRA Fiduciary Advisors services charged at $100 per hour
Minimum fee: Minimum quarterly fee of $1,500 for Portfolio Management Services; minimum annual fee of $100 for Retirement Account Portfolio Management – IRA Fiduciary Advisors services Fee-only: Fees based on percentage of assets under management; no commission-based compensation; no 12b-1 fees; no performance-based fees
411 Viking Road, Suite A
Cedar Falls, IA 50613
Iowa
Cedar Valley Tax & Accounting
2014 - Present (12 years)
Cedar Valley Wealth Advisors
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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