Overview
- Headquarters
- Lincoln, NE
- Total Firm Assets
- $29.0 billion
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: AMERITAS INVESTMENT PARTNERS, INC. PRIVATE CLIENTS PART 2A APPENDIX 1 PROGRAM BROCHURE (2026-10-23)
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Latest filing: AMERITAS INVESTMENT PARTNERS, INC. GEMINI PART 2A APPENDIX 1 PROGRAM BROCHURE (2026-10-23)
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Latest filing: AMERITAS INVESTMENT PARTNERS, INC. MERCURY PART 2A APPENDIX 1 PROGRAM BROCHURE (2026-10-23)
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Latest filing: AMERITAS INVESTMENT PARTNERS, INC. PART 2A OF FORM ADV FIRM BROCHURE (2026-10-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $200,000 | 2.00% |
| $200,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.75% |
| $2,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $34,500 | 0.69% |
| $10 million | $59,500 | 0.60% |
| $50 million | $259,500 | 0.52% |
| $100 million | $509,500 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 1.73%
- Number of High-Net-Worth Clients
- 493
- Total Client Accounts
- 2,515
- Discretionary Accounts
- 2,513
- Non-Discretionary Accounts
- 2
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 109381
- AMERITAS INVESTMENT PARTNERS, INC. GEMINI PART 2A APPENDIX 1 PROGRAM BROCHURE (2026-10-23) · View brochure text
- AMERITAS INVESTMENT PARTNERS, INC. MERCURY PART 2A APPENDIX 1 PROGRAM BROCHURE (2026-10-23) · View brochure text
- AMERITAS INVESTMENT PARTNERS, INC. PART 2A OF FORM ADV FIRM BROCHURE (2026-10-23) · View brochure text
- AMERITAS INVESTMENT PARTNERS, INC. PRIVATE CLIENTS PART 2A APPENDIX 1 PROGRAM BROCHURE (2026-10-23) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗