Douglas Plahn is a CFA-designated registered investment advisor at Bridges Investment Management INC, based in Omaha, NE, with 28 years of industry experience. Douglas 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fees are negotiable based on various factors.
Fee Estimator
Location
13333 California St, Suite 500, Omaha, NE, 68154
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
Douglas is a Senior Vice President, Board Director, and Chairman at Bridges Trust Co and Bridges Trust Company of South Dakota, focusing on portfolio/relationship management. He also holds director and officer positions at two property holding/management corporations, Winstrom Properties Inc. and Sydvest Inc.
Employment History
Current Registrations
Bridges Investment Management INC
Previous Registrations
Bridges Investment Management INC
Bridges Investment Advisers
Bridges Investment Advisers
Bridges Investment Counsel INC
Bridges Investment Counsel INC
State Registrations2 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.