Assets Under Management
$110.6M
Number of Clients
74
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$36.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ellerbrock-Norris Wealth Strategies LLC provides discretionary and non-discretionary investment management services and financial planning. Financial planning covers retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. They may recommend third-party investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
4331 North 156th Street, Omaha, NE, 68116