Wealth Management
Assets Under Management
$3.1B
Number of Clients
3,617
Number of Advisors
45
Average Client AUM
$857K
AUM per Advisor
$68.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Management Nebraska LLC provides fiduciary services to retirement plans, backoffice support to other advisors, investment advisory (asset management), and financial planning services. They utilize no-load passively managed mutual funds and ETFs, emphasizing fee transparency and cost minimization.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). This fee is calculated and billed quarterly in advance. Financial planning is normally included for existing clients without additional fees. For standalone financial planning, hourly fees of up to $250 per hour may apply.
Areas of Practice
Location
125 South 4th Street, Norfolk, NE, 68701