Ellerbrock-Norris Wealth Strategies LLC
Assets Under Management
$110.6M
Number of Clients
74
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$36.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ellerbrock-Norris Wealth Strategies LLC provides discretionary and non-discretionary investment management services based on clients' financial conditions and goals. They also offer financial planning services covering retirement, education savings, cash flow management, debt reduction, estate planning, insurance needs, tax planning, and charitable giving strategies. They may recommend third-party investment advisers.
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
Location
4331 North 156th Street, Omaha, NE, 68116