Alfred Joseph Skar

Mutual of Omaha Investor Services, INC.

27 Years of Experience

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Firm Information

Mutual of Omaha Investor Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

262 advisors

Number of Clients

6,885 clients

Average Client Portfolio

$4K average

Assets Under Management

$24.4M

Fee Structure

Financial Plan Fee:$500 - $25,000

Hourly Rate:$100 - $500/hr

Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.

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Areas of Practice

Retirement PlanningFinancial Planning & CoachingBusiness Owners

Advisor Information

Office location

Mutual of Omaha Plaza, Omaha, NE, 68175

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.