Jeffery Ingraham
Jeffery Ingraham is a registered investment advisor at Well Advised, LLC, based in Omaha, NE, with 23 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $5.7M 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 $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1055 N 115 St, Ste 204, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Regulatory
January 2008Other Business ActivitiesSells Insurance
Jeffery is the President and an insurance agent at Omaha Advisors, Inc., a registered investment advisor, dedicating about a quarter of his time to fixed insurance sales. He is also a partner and insurance agent at iWise, LLC, focusing on Medicare insurance sales, which takes minimal time.
Employment History
Current Registrations
Well Advised, LLC
Previous Registrations
Horter Investment Management, LLC
Omaha Advisors, INC.
Liberty Partners Financial Services, LLCBroker
Financial West Group
Financial West GroupBroker
Fsc Securities CorporationBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 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.