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 $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
This is a blended fee schedule.
Fee Estimator
BIM is primarily compensated with fees based on the assets managed by the firm. The standard fee schedule is negotiable based on factors like the complexity of the investment plan and security holdings. The firm does not require a minimum account size. Fees are collected monthly or quarterly based on the account value. Clients will also incur charges imposed by custodians, brokers, and third-party investment managers.
Areas of Practice
Advisor Information
Office location
13333 California St, Suite 500, 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 Activities
Daniel works as a Research Analyst for Bridges Trust Company, dedicating a few hours per week to investment research. This activity is investment-related.