Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
4,514 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$8.9B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $15.0M0.60%
$15.0M - $20.0M0.50%
$20.0M - $25.0M0.45%
$25M+0.45%

Fees are negotiable for assets over $25,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$7,500
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Location

13333 California St, Suite 500, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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
Forvis Mazars Wealth Advisors, LLC
July 2025 - Present · 7 mos
Previous Registrations
Bridges Investment Management INC
August 2024 - July 2025 · 11 mos
Hightower Advisors, LLC
April 2021 - October 2021 · 6 mos
Mitchell Capital Management CO
March 2018 - November 2023 · 5 yrs 8 mos
Zemenick & Walker INC
May 2014 - June 2016 · 2 yrs 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.