Stacie Neussendorfer is a CFP-designated registered investment advisor at Foster Group, INC., based in Omaha, NE, with 17 years of industry experience. Stacie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,829 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foster Group offers investment management services with fees based on a percentage of your portfolio. The specific percentage varies depending on the service you choose and the amount you invest.
CoreWealth:
- Annual fee of 0.90% of your portfolio
- Minimum quarterly fee of $600
SignatureWealth:
- Up to $2,000,000: 1.00% per year
- $2,000,001 - $5,000,000: 0.80% per year
- Above $5,000,000: 0.60% per year
- Minimum quarterly fee of $2,500
SelectWealth:
- Up to $2,000,000: 1.00% per year
- $2,000,001 - $5,000,000: 0.80% per year
- $5,000,001 - $10,000,000: 0.60% per year
- $10,000,001 - $25,000,000: 0.50% per year
- $25,000,001 - $50,000,000: 0.40% per year
- Above $50,000,000: 0.30% per year
- Minimum quarterly fee of $15,000
Location
14301 Fnb Parkway, Suite 207, 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
Stacie is the volunteer chair of the Ministry Investment Committee at Morning Star Lutheran Church. She dedicates minimal time to this role, which involves managing grants, reviewing investment accounts, and preparing reports.
Employment History
Current Registrations
Foster Group, INC.
Previous Registrations
Foreside Fund Services, LLCBroker
Montage Securities, LLCBroker
Securities Service Network, INC.Broker
Qa3 Financial CORP.Broker
Mariner Wealth Advisors, LLC
State Registrations3 states
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.