MA
MA

Michael App

11 Years of Experience
Omaha, NE

Michael App is a registered investment advisor at Bridges Investment Management INC, based in Omaha, NE, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,801 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,801 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.30%

Fees are negotiable based on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13333 California St, Suite 500, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is involved in numerous outside business activities, including roles at Bridges Trust Company, Bridges Private Equity Fund, American National Bank, and several other investment and non-investment related entities. He dedicates minimal time to most of these roles, with the exception of his roles at Bridges Trust Company and Bridges Trust Company of South Dakota, where his time commitment is subject to a shared services agreement.

Employment History
Current Registrations
Bridges Investment Management INC
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Mccarthy Group Asset Management
August 2000 - September 2004 · 4 yrs 1 mo
State Registrations1 state
NE
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael App - Financial Advisor | TrueAdvisor