Catherine Zehr
Catherine Zehr is a registered investment advisor at Ameritas Investment Partners, INC., based in Lincoln, NE, with 26 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,236 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Ameritas Investment Partners (AIP) offers several wrap fee programs for individual investors, each with different investment types and minimum account sizes. These programs include Private Clients, Gemini, Mercury, and Constellation. The fees cover investment management, brokerage, and custody. The fees are based on a percentage of the assets managed in the account.
Private Clients:
- First $200,000: 2.00% per year
- $200,001 to $1,000,000: 1.00% per year
- $1,000,001 to $2,000,000: 0.75% per year
- Over $2,000,000: 0.50% per year
Gemini:
- $500,001 to $5,000,000: 2.00% per year
- Over $5,000,000: Negotiable
Mercury:
- $100,000 to $5,000,000: 1.50% per year
- Over $5,000,000: Negotiable
Fees are reduced by 50% for accounts consisting entirely of fixed income securities in the Private Clients program. The maximum fee for accounts consisting entirely of fixed income securities is 1.5% in the Gemini and Mercury programs.
AIP also offers Co-Advisory Accounts with fees ranging from 0.45% to 0.65% depending on the investment style.
Location
Lincoln, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ameritas Investment Partners, INC.
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Smith Hayes Financial Services CorporationBroker
State Registrations1 state
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