Overview
- Headquarters
- Lincoln, NE
- Total Firm Assets
- $784 million
- Average High-Net-Worth Client Portfolio Size
- $4.0 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: 2025 ANNUAL AMENDMENT BROCHURE (2025-05-08)
· View brochure text
Latest filing: 2025 ANNUAL AMENDMENT BROCHURE (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,500,000 | 0.90% |
| $2,500,001 | $5,000,000 | 0.82% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | $50,000,000 | 0.38% |
| $50,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $3,125
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $45,375 | 0.91% |
| $10 million | $82,875 | 0.83% |
| $50 million | $251,625 | 0.50% |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 69.59%
- Number of High-Net-Worth Clients
- 135
- Total Client Accounts
- 1,461
- Discretionary Accounts
- 1,428
- Non-Discretionary Accounts
- 33
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 300012
- 2025 ANNUAL AMENDMENT BROCHURE (2026-03-31) · View brochure text
- 2025 ANNUAL AMENDMENT BROCHURE (2025-05-08) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗