First Nebraska Advisory offers investment management and financial planning services. For most clients, they recommend using Focus Partners Advisor Solutions (FPAS), a third-party asset management provider, for model portfolios, transaction processing, and other services. First Nebraska Advisory oversees the investment recommendations. They also provide financial planning advice on topics like retirement and education funding as part of their investment management services. They do not offer wrap fee programs.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees above $1,000,000 are negotiable. Clients also pay a separate administrative fee to Focus Partners Advisor Solutions (FPAS).