Private Wealth Asset Management offers discretionary and non-discretionary investment management, wealth management, and selection of third-party advisors for individuals, high-net-worth clients, family offices, trusts, estates, and non-profit organizations. Private Wealth Asset Management employs strategic and tactical asset allocation, fundamental analysis, and economic reviews to build diversified portfolios. In addition to investment management, Private Wealth Asset Management provides non-investment advisory services including business transition planning, oil and gas holdings management, and real estate asset management through partnerships with third-party providers. The firm operates as a registered investment advisor based in Omaha, Nebraska, and custody client assets primarily with Fidelity Institutional.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable and actual fees paid may differ. Philanthropic accounts and fixed income accounts (90%+ allocation) have separate fee schedules.