Mutual of Omaha Investor Services, INC.
Assets Under Management
$24.4M
Number of Clients
6,885
Number of Advisors
262
Average Client AUM
$4K
AUM per Advisor
$93K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MOIS offers advisory programs like Mutually Focused and Mutually Managed Programs, and Retirement Plan Services. These include financial planning, third-party money manager relationships, MOIS managed account services, and retirement plan consulting/advisory services. Fees may vary between advisors.
Fee Structure
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Location
3300 Mutual of Omaha Plaza, Omaha, NE, 68175-1020