Wealth Management Nebraska offers investment advice and financial planning services. They provide retirement plan services, backoffice support to other advisors, investment management, and financial planning. They primarily use no-load mutual funds and ETFs, focusing on fee transparency and cost minimization. Investment advice covers a range of securities, but they regularly advise on mutual funds, stocks, variable annuities, corporate debt, CDs, municipal securities, and government securities. Services are tailored to individual client needs.
Assets Under Management$3.1B
Clients3,617
Advisors46
Avg. per Client$860K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
46 Advisors at this firm
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