Assets Under Management
$2.1B
Number of Clients
232
Number of Advisors
10
Average Client AUM
$8.9M
AUM per Advisor
$207.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
HUB Investment Advisors (HIA) offers asset management and financial planning services. They manage accounts based on client financial situations, objectives, and risk tolerance. HIA also provides consulting services and retirement plan services to plan sponsors and individual participants. Fees are negotiable.
| 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