Well Advised is a registered investment advisor founded in November 2022 and based in Omaha, Nebraska. The firm offers discretionary portfolio management services directly and through third-party platforms like AssetMark. In addition to traditional investment portfolios, Well Advised manages fee-based variable annuities, such as the Jackson National Life Perspective Advisory II. Investment strategies are tailored to each client's specific goals, time horizon, and risk tolerance using fundamental and technical analysis. As part of its advisory services, Well Advised may also coordinate comprehensive financial planning covering estate plans, taxes, retirement income, and insurance at no additional cost. Well Advised operates with a focus on serving individuals and high-net-worth clients while legally acting in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees are negotiable for accounts over $2,000,000. Accounts within the same household may be combined for a reduced fee.