| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
13333 California St, Suite 500, Omaha, NE, 68154
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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 →Brett is a Senior Vice President at Bridges Trust Company, a trust and wealth management business, spending a few hours per week there. He is also the President of Trusting in Nebraska, Inc., a non-profit educational association, dedicating minimal time to this role.