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Michael Booth

19 Years of Experience
Omaha, NE
1 DisclosureBrokerSells Insurance

Michael Booth is a registered investment advisor at Ameritas Advisory Services, LLC, based in Omaha, NE, with 19 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

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

440 Regency Parkway Dr Ste 147, Omaha, NE, 68114

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2014
Settled
Other Business ActivitiesSells Insurance

Michael is an advisor with Envision Wealth Network and Ameritas Wealth Advisors, selling life, health, and annuity insurance products. These activities each take nearly full-time hours.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Ameritas Advisory Services
March 2021 - November 2021 · 8 mos
Securian Financial Services, INC.
May 2016 - March 2021 · 4 yrs 10 mos
Securian Financial Services, INC.Broker
July 2007 - March 2021 · 13 yrs 8 mos
State Registrations17 states
AZCACOFLGAIAILKYMNMONEOHSCSDTXVTWA
AdvisorBrokerBoth

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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