Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management or fixed fees, and are negotiable. The maximum hourly fee for financial planning and consulting is $500. Flat fees for financial planning range from $1,500 to $50,000. Retirement plan consulting flat fees range from $750 to $100,000, or up to 1.00% of plan assets. Dynasty Platform Fees range from 0-0.30% annually, independent fixed income manager fees range from 0-0.90% annually, and independent equity manager fees range from 0-1.50% annually.
Areas of Practice
Advisor Information
Office location
15808 West Dodge Rd Suite 103, Omaha, NE, 68118
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.
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Brett supports the lead advisor at Atchison Wealth Team and Southwestern Investment Group, and assists with client relationships and business development at SageSpring Wealth Partners. He is also a financial advisor and planner at SageSpring Wealth Partners, dedicating about half of his time to these activities.