Brett Lindstrom is a registered investment advisor at Bridges Investment Management INC, based in Omaha, NE, with 21 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,801 clients with $10B 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 $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% |
Fees are negotiable based on various factors.
Fee Estimator
Location
13333 California St, Suite 500, Omaha, NE, 68154
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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 →Other Business Activities
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.
Employment History
Current Registrations
Bridges Investment Management INC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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