Wealth Management Nebraska LLC manages investment portfolios and provides financial planning and retirement plan services. The registered investment advisor builds globally diversified portfolios primarily using low-cost, passively managed mutual funds and exchange-traded funds, drawing on modern portfolio theory. Services include analyzing financial conditions, designing written investment policy statements, implementing investment strategies, and monitoring portfolio performance. The firm tailors advisory services to individual needs and allows clients to place reasonable restrictions on account investments. Wealth Management Nebraska primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated with each client. Family account balances are combined for fee calculation.