Wealthplan Investment Management LLC
Assets Under Management
$1.6B
Number of Clients
1,572
Number of Advisors
25
Average Client AUM
$1.0M
AUM per Advisor
$63.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WealthPlan Investment Management LLC offers financial planning, consulting, and investment management services. They manage assets through mutual funds, ETFs, individual securities, managed futures, real estate partnerships, and options. Services are tailored to individual client needs, considering risk tolerance and investment objectives. They may utilize third-party sub-advisers and offer Institutional Intelligent Portfolios®.
Fee Structure
This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.
Areas of Practice
Location
101 S 108th Ave, 3rd Floor, Omaha, NE, 68154