Bruce Kooten
Bruce Kooten is a CFA-designated registered investment advisor at Lawson Kroeker Investment Management INC, based in Omaha, NE, with 22 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 142 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee schedule may be based on cumulative household assets under management. A negotiated fee will be considered for those accounts with restricted investment focus or special circumstances. If client assets are invested in mutual funds, the client pays Lawson Kroeker's management fee as well as the mutual fund's management fee.
Fee Estimator
Location
1926 S. 67th Street, Suite 201, Omaha, NE, 68106
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bruce is an owner/partner in Cellar 44, a wine bar, since 2019. He dedicates about a quarter of his time to financial oversight and customer relations.
Employment History
Current Registrations
Lawson Kroeker Investment Management INC
Previous Registrations
Wells Fargo Investments, LLC
State Registrations2 states
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