Nicholas Wilwerding
Nicholas Wilwerding is a CFA-designated registered investment advisor at Bridges Investment Management INC, based in Omaha, NE, with 19 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,801 clients with $10B 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 $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fees are negotiable based on various factors.
Fee Estimator
Location
13333 California St, Suite 500, Omaha, NE, 68154
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Nicholas holds several positions, including CEO, President, and Director, at Bridges Trust Company and Bridges Trust Company of South Dakota, taking about 10-20% of his time combined. He is also involved with Bridges Private Equity Fund and Bridges Philanthropic Fund, dedicating minimal time to each, and serves on the investment committee for Creighton University Endowment. Nicholas also serves on the board of directors for Madonna Rehabilitation Hospital and Marian High School, dedicating minimal time to each.
Employment History
Current Registrations
Bridges Investment Management INC
Previous Registrations
Foreside Fund Services, LLCBroker
Quasar Distributors, LLCBroker
Westwood Wealth Management
State Registrations2 states
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