Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are negotiable and based on the average daily balance of assets, billed monthly in arrears. A portion of the fee is paid to third-party model providers (0.00% to 0.35% annually). There's also an annual $100 administrative and technology fee per account ($8.33/month). Financial planning fees are either fixed (up to $10,000) or hourly (up to $300). Self-directed brokerage account fees are fixed at up to $200/year.
Areas of Practice
Advisor Information
Office location
18881 West Dodge Road, Suite 180E, Omaha, NE, 68022
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy is a manager, licensed agent, and producer at Security First Financial, an annuity/insurance related business, dedicating full-time hours during non-trading hours. He is also a partner at Legacy Lock, LLC, providing estate planning software, and a partner at The Producers Alliance, assisting with insurance marketing and sales, and a partner at Goosehead Insurance/AKA The McCleary Group, a Property & Casualty Insurance Agency.