Alec Johnston is a CFA-designated registered investment advisor at Lutz Financial, based in Omaha, NE, with 1 years of industry experience. Alec operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 881 clients with $2.6B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable. Existing clients may be grandfathered under their current fee schedules. Minimum fee of the lesser of 1.50% annually or $1,250 per quarter for clients who fall below Lutz Financial’s minimum assets under management. Firm also offers an Automated Investment Program with a flat 1.00% annual advisory fee.
Fee Estimator
Location
13616 California Street, Suite 300, Omaha, NE, 68154-5336
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lutz Financial
Previous Registrations
TD Ameritrade, INC.Broker
State Registrations1 state
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