Wealth Management is a leading regional investment advisory firm based out of Norfolk, NE, with a strong presence in the wealth management industry. With 60 dedicated professionals on their team, 48 of whom are specialized in providing investment advisory services, they possess a robust workforce to meet their clients' diverse needs.
The firm boasts an impressive track record, managing an average of $88,690,000 in assets per investment advisor. While this figure aligns with the industry average, Wealth Management's expertise shines through their extensive experience in managing over $2,348,931,000 in assets for more than 2,540 individual clients. Notably, they excel in handling employer 401Ks and individual accounts, accounting for half of their total assets under management.
Wealth Management adopts a flexible compensation structure, offering various fee types such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures clients have the freedom to choose a payment method that aligns with their preferences and financial goals.
With 30 offices spread across the region, Wealth Management is conveniently accessible to their clientele. The firm's seasoned advisors, including Marcy Luth, Corey Breneman, and Gary Breneman, are among the longest tenured professionals within the organization. Their wealth of knowledge and expertise contribute to the firm's strong reputation and client satisfaction.
In summary, Wealth Management is a well-established investment advisory firm in Norfolk, NE, that combines experience, personalized service, and a broad range of compensation options to effectively manage and grow clients' assets.
