Assets Under Management

$6.8B

Number of Clients

8,463

Number of Advisors

152

Average Client AUM

$798K

AUM per Advisor

$44.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Mutual Advisors, LLC offers individualized investment management on a discretionary or non-discretionary, all-inclusive fee basis. They utilize various investment types based on clients' individual needs, goals, and investment objectives. Accounts are custodied at Fidelity, Schwab, or SEI.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Location

9140 W Dodge Road, Suite 230, Omaha, NE, 68114

152 Advisors at this firm

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