Assets Under Management
$24.4M
Number of Clients
6,885
Number of Advisors
262
Average Client AUM
$4K
AUM per Advisor
$93K
Compensation
Fee-Only (AUM)Fixed/Hourly
Mutual of Omaha Investor Services (MOIS) offers advisory programs like Mutually Focused and Mutually Managed Programs. Services include financial planning, ongoing support, plan reviews, consulting, third-party money manager relationships, and MOIS managed account services. Advisors develop plans based on individual needs, considering financial situations and goals. Fees vary and are specified in advisory agreements.
3300 Mutual of Omaha Plaza, Omaha, NE, 68175-1020