First Nebraska Financial Services

Fee-Only (% of Portfolio)

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.

Assets Under Management$410M
Clients468
Advisors3
Avg. per Client$880K
Avg. per Advisor$140M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees above $1,000,000 are negotiable. Clients also pay a separate administrative fee to Focus Partners Advisor Solutions (FPAS).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm