Scott Leise is a registered investment advisor at Sanders Retirement Planning LLC, based in Omaha, NE, with 5 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 73 clients with $62M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M+ | 0.90% |
Fees are negotiable. Households may be combined to reach the $500,000 minimum required for an annual fee of 1.0% and $1.5 million minimum required for an annual fee of 0.9%. Beyond that, each household must individually qualify to receive a flat annual rate of $22,500 by having $2,500,000 of assets under management/advisement. When a household reaches this threshold and incurs an annual rate of $22,500, all other related households that do not have $2,500,000 of assets under management/ advisement by themselves will incur an annual rate of 0.9%.
Fee Estimator
Location
1299 Farnam St., Ste 300, Omaha, NE, 68102
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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 →Employment History
Current Registrations
Sanders Retirement Planning LLC
Previous Registrations
Callahan Financial Planning
Callahan Financial Planning Company
State Registrations4 states
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