Amber Roemer is a registered investment advisor at Capital Consulting & Asset Management, based in Lincoln, NE, with 10 years of industry experience. Amber operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 170 clients with $180M 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 $150K | 1.50% |
| $150K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Investment management fees are negotiable.
Fee Estimator
Location
140 N. 8th Street, 410 the Apothecary, Lincoln, NE, 68508
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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
Amber will work as an assistant for Capital Consulting and Asset Management. This will take nearly full-time hours.
Employment History
Current Registrations
Capital Consulting & Asset Management
State Registrations6 states
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