Hub Investment Advisors, Inc is a local investment advisory firm based out of Omaha, NE, dedicated to providing comprehensive financial solutions to its clients. With over 50 individual clients and a staggering $1,339,405,000 in assets under management, Hub Investment Advisors, Inc has established itself as a trusted partner in wealth management. The firm operates from four strategically located offices, ensuring convenient access for their diverse clientele.
A notable aspect of Hub Investment Advisors, Inc's approach is the discretionary management of 19% of the assets they oversee, allowing clients to benefit from their expertise and proactive decision-making. The firm offers a flexible compensation structure, including options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with clients' specific needs and preferences.
With a dedicated team of eight professionals, Hub Investment Advisors, Inc prides itself on the quality and expertise of its staff. Six of these employees are specifically engaged in providing investment advisory services, demonstrating the firm's commitment to delivering personalized attention to each client. Impressively, the average assets under management per investment advisor at Hub Investment Advisors, Inc amounts to approximately $223,230,000, surpassing the industry average and reflecting the firm's ability to handle substantial portfolios.
Moreover, Hub Investment Advisors, Inc boasts a roster of experienced and tenured advisors, including industry veterans such as Thomas Vonriesen, Jeffrey Sharp, and Amy Brown. Their deep knowledge and extensive track records contribute to the firm's reputation for delivering exceptional financial guidance.
Overall, Hub Investment Advisors, Inc's commitment to excellence, client-centric approach, and impressive asset management capabilities make them a leading choice for individuals seeking comprehensive investment advisory services in the Omaha, NE area.