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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fee Estimator
Fees for investment management are based on a percentage of assets under management, following a tiered schedule. For financial planning, the firm charges a flat rate between $250 and $20,000 per plan, or ongoing flat fees monthly or quarterly, depending on the services. These fees are negotiable. There is no minimum account value required to open or maintain an account with Ellerbrock-Norris Wealth Strategies LLC, but third-party advisors may have their own minimums.
Areas of Practice
Advisor Information
Office location
4331 North 156th Street, Omaha, NE, 68116
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
Seth is a licensed insurance agent since 2022, selling insurance products. This requires minimal time.