Overview

Headquarters
North Platte, NE
Total Firm Assets
$458 million
Average High-Net-Worth Client Portfolio Size
$3.3 million

Fee Disclosure

Source: 2026-03-11 FIRST NEBRASKA ADVISORY FORM ADV PART 2A (2026-03-11) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million Negotiable Negotiable
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
61.47%
Number of High-Net-Worth Clients
85
Total Client Accounts
976
Non-Discretionary Accounts
976

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
298667
  • 2026-03-11 FIRST NEBRASKA ADVISORY FORM ADV PART 2A (2026-03-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions