$100MM AUM | $1MM GDC in
A nationwide, fee-only wealth management firm with over $12 billion in client assets. Under one firm we offer: Financial Planning, Investment Management, Tax Planning & Preparation, Estate Planning and Corporate/Family Trustee.
In 2017 alone, we added $1.6 billion in GNA from ~800 new clients and conducted eight acquisitions ($1.1 billion). We have also built strategic partnerships (e.g., TD Ameritrade and Charles Schwab) that produce wealth management leads.
The team has scaled multiple departments, such as investments, marketing, and finance, to relieve advisors of middle- and back-office responsibilities providing leverage for planners to expand and service their client base. Nebraska office will field initial inquiries of due diligence.