Mutual of Omaha Investor Services (MOIS) offers financial planning and investment management services to individuals, families, retirement plans, and businesses. MOIS provides financial planning, ongoing support, and investment management through third-party managers and its own managed account services. Advisors help clients identify financial goals and recommend suitable investment strategies. MOIS is affiliated with various insurance companies, which may create conflicts of interest.
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.