Gary Barth
Gary Barth is a registered investment advisor at Ameritas Advisory Services, LLC, based in Kearney, NE, with 31 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
2915 2nd Ave, Kearney, NE, 68847
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2024Customer Dispute
December 2019Customer Dispute
February 2009Customer Dispute
October 2007Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Gary is licensed to sell fixed insurance products and contributes articles to the Kearney Hub newspaper. He also owns pasture ground, commercial rental property, and is involved with Barth Financial, Ameritas Financial Center, Barth Financial Wealth Management Group, Kaufmann Center LLC, Central Financial Services, NAIFA, and Envision Wealth Network, dedicating a significant amount of time to sales and insurance-related activities.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
State Registrations38 states
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.