Benjamin Woods is a registered investment advisor at Ellerbrock-Norris Wealth Strategies LLC, based in Omaha, NE, with 25 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 85 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Clients may also incur additional fees charged by Parametric Portfolio Associates LLC, ranging from 0.15% to 0.39% per year. The total fee charged to clients by Ellerbrock-Norris, Focus Partners Advisor Solutions, LLC, and Parametric will not exceed 2% of assets under management annually.
Fee Estimator
Location
4331 North 156th Street, Omaha, NE, 68116
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ellerbrock-Norris Wealth Strategies LLC
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Boaz Wealth Stewardship LLC
Charles Schwab & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.