McMill CPA and Advisors, based out of Norfolk, NE, is a reputable local investment advisory firm with a strong presence in the region. With three offices, McMill CPA and Advisors has built a dedicated team of 50 professionals, of which 17 specialize in providing comprehensive investment advisory services. Demonstrating their expertise and commitment, each investment advisor manages an average of $32,090,000 in assets under management, showcasing their ability to handle substantial portfolios.
At McMill CPA and Advisors, the compensation structure is designed to cater to clients' diverse needs. Their options include a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness. While a majority of their assets under management is derived from individual accounts and 401K plans, they possess the necessary expertise to effectively manage employer funds as well. Importantly, McMill CPA and Advisors exercises full discretionary control over the entirety of the assets they manage, instilling trust and confidence in their clients.
In addition to their investment advisory services, McMill CPA and Advisors also offer comprehensive accounting services, reinforcing their position as a trusted partner for all financial matters. With over 2,650 individual clients, they currently oversee an impressive $545,605,000 in assets under management, solidifying their position as a trusted and experienced financial services provider.
McMill CPA and Advisors is proud to have a team of dedicated professionals, some of whom have been with the firm for many years. Notable long-tenured advisors include Danny Fuerhoff, Larry Hilkemann, and Jared Faltys, whose extensive experience and expertise contribute to the firm's success and reputation.