LB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
2,424 clients
Average Client Portfolio
$525K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$5K
Financial Plan Fee:Up to $5,000
Hourly Rate:$100 - $300/hr
Fees are negotiable and can be hourly, fixed, or based on assets under management. Flat financial planning fees range up to $5,000, and hourly fees range from $100 to $300. Investment management fees vary between 0.01% and 2.00% of assets under management. Clients may incur transaction charges and fund expenses. The firm may negotiate, reduce, or waive advisory fees for certain client accounts.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Advisor Information
Office location
101 South 108th Avenue, Omaha, NE, 68154
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Wealthplan Partners
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Securities America Advisors, INC.
June 2021 - April 2024 · 2 yrs 10 mos
Mutual of Omaha Investor Services, INC.
January 2020 - June 2021 · 1 yr 5 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.