Private Wealth Asset Management Fees & Minimum

Overview

Headquarters: Omaha, NE
Total Firm Assets: $2.5 billion
Average High-Net-Worth Client Portfolio Size: $6.1 million

Fee Disclosure

Source: PRIVATE WEALTH ASSET MANAGEMENT, LLC ADV PART2A (2026-04-13) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.20%
$2,000,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.60%
$10,000,001	$20,000,000	0.50%
$20,000,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,000	1.20%
$5 million	$46,500	0.93%
$10 million	$76,500	0.76%
$50 million	$246,500	0.49%
$100 million	$446,500	0.45%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 97.55%
Number of High-Net-Worth Clients: 406
Total Client Accounts: 2,268
Discretionary Accounts: 2,268

Services Offered

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

Regulatory Filings

SEC CRD Number: 315819

PRIVATE WEALTH ASSET MANAGEMENT, LLC ADV PART2A (2026-04-13) (fee schedule source) · View brochure text

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

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Private Wealth Asset Management