Assets Under Management
$11.5B
Number of Clients
25,632
Number of Advisors
539
Average Client AUM
$449K
AUM per Advisor
$21.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ameritas Advisory Services provides a range of advisory services through its IARs, including asset management, financial planning, and retirement plan advisory services. They offer discretionary and non-discretionary account management, wrap fee programs, and various investment strategies tailored to client's financial goals and risk tolerance. AAS acts as the 'back office' to its IARs, providing oversight and support.
Ameritas Advisory Services charges fees based on the specific program and services you choose. These fees can be asset-based for investment management or may involve separate charges for financial planning or consulting. Some programs are 'wrap fee' programs, meaning the fee covers both advisory services and transaction costs, while others charge transaction costs separately. It's important to discuss the costs and benefits of each option with your IAR to determine the most suitable approach for your financial situation.
5900 O Street, Lincoln, NE, 68510