| 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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Learn about disclosures →Matthew is an officer at Bridges Trust Company, focusing on portfolio analysis, and a director at the Financial Planning Association of Nebraska, participating in board activities. These activities require minimal time each month.