Wealthplan Investment Management Llc
Omaha, Nebraska
WealthPlan Investment Management LLC, a local investment advisory firm headquartered in Omaha, NE, operates from a single office. With a dedicated team of 26 employees, including 12 investment advisors, WealthPlan Investment Management provides comprehensive financial services to its extensive client base.
The firm's investment advisors have an average of approximately $72,480,000 in assets under management per advisor, in line with industry norms. This showcases their ability to effectively manage clients' wealth and deliver favorable investment outcomes.
WealthPlan Investment Management offers a flexible compensation structu...
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Assets Under Mgmt
$869.71M
Investment Professionals
12
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
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: TURNKEY ASSET MANAGEMENT PROVIDER PLATFORM & CONSULTING AND OUTSOURCED CIO SERVICES
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