| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on various factors including client type, complexity, and relationship with the representative. Certain long-standing clients may have grandfathered lower fees.
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
Get directionsNo 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 →Amy is a registered representative for M Holdings Securities, Inc. and an investment advisor for Hub Investment Advisors, Inc., spending minimal time on each. She also works full-time as a plan administrator for Hub International Great Plains, LLC and co-owns a duplex rental property.