Matthew Eglseder is a CFP-designated registered investment advisor at Bridges Investment Management INC, based in Omaha, NE, with 8 years of industry experience. Matthew 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
Matthew is an officer at Bridges Trust Company, focusing on portfolio analysis, and a director at the Financial Planning Association of Nebraska, participating in board activities. These activities require minimal time each month.
Employment History
Current Registrations
Bridges Investment Management INC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations1 state
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