Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on client type, complexity, and other factors. Certain long-standing clients may have grandfathered fee arrangements.
Fee Estimator
For asset management, you'll pay a percentage of your assets under management, billed quarterly. The annual fee ranges from 0.75% to 1.25% depending on the amount of assets managed. A minimum of $250,000 is required to open and maintain an account. Fees are negotiable based on several factors. Financial planning and consulting services are offered at an hourly rate ($150-$500/hour) or a fixed fee (generally not more than $5,000).
Areas of Practice
Advisor Information
Office location
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
Get directionsRegulatory History (1)
Employment Separation After Allegations
September 2018Other Business Activities
Christopher is the Vice President of the Kiwanis Club of Omaha Foundation and President of the Downtown Omaha Rotary Club Foundation, where he conducts investment reviews and makes recommendations. He also owns TT&T Properties, LLC, a real estate company, and works as an instructor for Kaplan - College for Financial Planning, and is a Wealth Advisor and Education Consultant for Hub International, dedicating full-time hours to this role.