Assets Under Management
$1.8B
Number of Clients
483
Number of Advisors
20
Average Client AUM
$3.8M
AUM per Advisor
$92.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Private Wealth offers investment management and wealth management services to individuals, family offices, trusts, estates, and non-profit organizations. They use quantitative, fundamental, technical, and economic analysis to craft investment models. They also offer non-investment advisory services like business transition planning and real estate asset management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees for individually managed/family office/non-philanthropic organization accounts. Actual fees may be negotiated.
1100 Capitol Avenue, Suite 200, Omaha, NE, 68102