Mutual of Omaha Investor Services provides investment management, financial planning, and retirement plan consulting services to individuals, businesses, trusts, and retirement plans. The firm offers a range of advisory programs, including managed accounts where portfolios are handled directly by advisors or third-party managers, and programs that utilize external asset managers and technology platforms. Clients can also access standalone financial planning, ongoing financial planning support, and consultations covering topics such as retirement, cash flow, and insurance needs. Mutual of Omaha Investor Services works with individual clients and businesses through affiliated advisors who help identify investment objectives, risk tolerances, and appropriate financial strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.