Private Wealth Asset Management
Assets Under Management
$1.8B
Number of Clients
483
Number of Advisors
20
Average Client AUM
$3.8M
AUM per Advisor
$92.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Private Wealth provides investment management (discretionary and non-discretionary), wealth management, and selection of other advisors. They also offer non-investment advisory services like business transition planning, oil & gas holdings management, and real estate asset management to individuals, families, and organizations.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable and may differ from those in the fee schedule. A client may pay more or less than other clients in the same fee tier. Further, Private Wealth provides a fee reduction to its employees and partners.
Fee Estimator
Investment management fees are based on a percentage of assets under management and billed monthly in arrears. Actual fees may be negotiated. Wealth management fees are based on a negotiated flat fee divided into installment payments. The firm provides a fee reduction to its employees and partners. Fixed income accounts and philanthropic accounts have different fee structures. Private placements and alternative investments are billed differently based on valuation updates.
Areas of Practice
Location
1100 Capitol Avenue, Suite 200, Omaha, NE, 68102