Green Belt Investment Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is an independent, state‑registered investment adviser operating as a solo practitioner that provides portfolio management and financial advisory services to a very small number of individual clients. Rather than serving a broad retail base, the practice states it will remain limited to a few high‑quality (high‑net‑worth) clients and also assists clients with account administration at Charles Schwab.
The firm bills on an asset‑based basis and operates a wrap‑fee program that aggregates advisory services and trade execution under the firm's oversight. As a one‑advisor practice, the principal personally handles investment decisions and client supervision and has stated the firm may add only an office assistant in the future.
Distinctive features disclosed in the brochure include the principal’s outside business — operating a bed‑and‑breakfast, from which the firm receives additional compensation — and a varied prior career that includes long service at national financial firms and nonfinancial roles (restaurant operator and paramedic training). The firm currently works with just a handful of clients (six) and discloses it does not receive 12b‑1 fees, which shapes its revenue mix differently than many peers.
Client services
Fee options
0.8% to 1.5% annually
Main office
Ames IA
Advisors at this office
1
Most active in
Iowa
Also doing business as
Green Belt Investment Services · Hinerfeld, Stewart
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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