Capital Consulting & Asset Management
Lincoln, Nebraska
5.0
1 Review
Capital Consulting & Asset Management is a small investment advisory firm based out of Lincoln, NE. With one office, they serve a diverse clientele seeking expert financial guidance. The firm boasts six highly skilled employees, two of whom specialize in providing comprehensive investment advisory services. Their collective expertise has allowed them to achieve an impressive average of approximately $132,750,000 in assets under management per investment advisor, surpassing industry standards. Capital Consulting & Asset Management's compensation structure is designed to align their interests with those of their clients. They emplo...
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Assets Under Mgmt

$265.5M

Investment Professionals

2

Locations

0

% 401K & Individual

47%

% Discretionary

62%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
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