Assets Under Management
$1.6B
Number of Clients
1,572
Number of Advisors
25
Average Client AUM
$1.0M
AUM per Advisor
$63.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
WealthPlan Investment Management offers financial planning, consulting, and investment management services to individuals, high-net-worth individuals, pension plans, trusts, corporations, broker-dealers, and other investment advisors. Services are tailored to individual client needs and objectives. They may utilize sub-advisers and offer access through sponsored platforms.
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154