Wealthplan Partners
Assets Under Management
$1.3B
Number of Clients
2,424
Number of Advisors
20
Average Client AUM
$525K
AUM per Advisor
$63.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WealthPLAN Partners, LLC offers financial planning, consulting, and investment management services. They manage assets on both a discretionary and non-discretionary basis. Services are tailored to individual client needs, considering risk tolerance and investment objectives. They may utilize third-party sub-advisors and offer Institutional Intelligent Portfolios®.
Fee Structure
Fees are negotiable and can be hourly, fixed, or based on assets under management. Flat financial planning fees range up to $5,000, and hourly fees range from $100 to $300. Investment management fees vary between 0.01% and 2.00% of assets under management. Clients may incur transaction charges and fund expenses. The firm may negotiate, reduce, or waive advisory fees for certain client accounts.
Areas of Practice
Location
101 South 108th Avenue, Omaha, NE, 68154