Assets Under Management
$3.1B
Number of Clients
3,617
Number of Advisors
45
Average Client AUM
$857K
AUM per Advisor
$68.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Management Nebraska LLC offers fiduciary services, backoffice services, investment advisory (asset management) services, and financial planning services. They primarily use no-load passively managed mutual funds and ETFs, emphasizing fee transparency and cost minimization.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 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% |
This schedule may be modified and fees may be negotiated with each client.
125 South 4th Street, Norfolk, NE, 68701