JP
CFP
JP
CFP
James Pittenger
22 Years of Experience
Lincoln, NE
1 Disclosure
James Pittenger is a CFP-designated registered investment advisor at Pittenger & Anderson INC, based in Lincoln, NE, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 920 clients with $3B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
920 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$3.0B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.38% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5533 S. 27th Street, Suite 201, Lincoln, NE, 68512
Get directionsHistory
Regulatory History (1)
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Criminal
July 1999Final Disposition
Employment History
Current Registrations
Pittenger & Anderson INC
August 2006 - Present · 19 yrs 8 mos
Previous Registrations
Wells Fargo Investments, LLC
November 2003 - June 2006 · 2 yrs 7 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.