Todd Trautman is a CFA, CFP-designated registered investment advisor at Prodigy Asset Management LLC, based in Omaha, NE, with 14 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 93 clients with $2.4B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $200.0M | 0.20% |
| $200.0M - $400.0M | 0.17% |
| $400M+ | 0.15% |
Fee schedule shown is for high net worth individuals. Non-profit organizations have a different fee schedule: 0.750% on the first $5 million, .500% on assets greater than $5 million up to $10 million, .400% on assets greater than $10 million up to $25 million, .300% on assets greater than $25 million up to $50 million, .200% on assets greater than $50 million up to $200 million, .175% on assets greater than $200 million up to $400 million, .150% on assets greater than $400 million.
Fee Estimator
Location
13710 Fnb Parkway, Suite 205, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prodigy Asset Management LLC
State Registrations2 states
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