Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
165 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$282.2M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $150K1.50%
$150K - $250K1.25%
$250K - $500K1.15%
$500K - $1.0M1.00%
$1M+0.90%

Fees are negotiable.

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

140 N. 8th Street, 410 the Apothecary, Lincoln, NE, 68508

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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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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
August 2015 - Present · 10 yrs 6 mos
State Registrations6 states
AZCAMNNETXWA
Advisor
Exams
No exam information available for this advisor.