| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on various factors including client type, complexity, and relationship with the representative. Certain long-standing clients may have grandfathered lower fees.
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
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Learn about disclosures →Julia is the VP of Finance for the Junior League of Omaha and also serves as Recording Secretary. She is also Vice President at HUB International Great Plains LLC, consulting on employee compensation for life insurance, and a board member for the Bekins Foundation.