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
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
Julia is the VP of Finance for the Junior League of Omaha and also serves as Recording Secretary. She is also Vice President at HUB International Great Plains LLC, consulting on employee compensation for life insurance, and a board member for the Bekins Foundation.