ME
CFA
ME
CFA

Michael Eglseder

30 Years of Experience
Omaha, NE

Michael Eglseder is a CFA-designated registered investment advisor at Prodigy Asset Management LLC, based in Omaha, NE, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 93 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
93 clients
Average Client Portfolio
$26.2M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.40%
$25.0M - $50.0M0.30%
$50.0M - $200.0M0.20%
$200.0M - $400.0M0.17%
$400M+0.15%

Schedule reflects high-net-worth individual rates. Non-profit organizations have a separate schedule starting at 0.75% for the first $5 million. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13710 FNB Parkway, Suite 205, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Prodigy Asset Management LLC
April 1996 - Present · 30 yrs 6 mos
State Registrations2 states
NETX
Advisor

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.

Exams
No exam information available for this advisor.
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