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Fees

NO COMMISSIONS
NO HIDDEN FEES

Investable ASSETS > $250,000

If your assets are greater than $250,000, we charge an annual fee based on Assets Under Management (AUM).

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To see the entire AUM fee schedule, click here.

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Fees start at 1% and decrease to 0.45% depending on asset size.

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Investable ASSETS < $250,000

This is best for those who have high cash flow but have not yet built up their assets.

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A client transitions to the AUM model once invested assets reach $250,000.

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$200 / Month

Other Services

Tax Preparation & Filing

We work with a third-party CPA firm to assist current clients with tax preparation and filing.

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A separate fee will be charged, depending on complexity.

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$1,200 to $3,500 (based on complexity)

One-Time Financial Plan

Am I on track to retire?

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Could I minimize my tax burden?

 

These are just a few of the questions we can answer in a full financial plan.

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$2,000 to $10,000 (based on complexity)

Hourly Rate

Do you have questions you need to run by an investment professional?

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  • Company Benefits

  • 529 Savings

  • Roth vs. Traditional

  • Or anything else you may have questions about.

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$150 / hr

402-413-1299

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Lincoln, NE, USA

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info@wealthao.com

AlphaOmega Wealth Management, LLC (“AOWM”) is a registered investment advisor offering advisory services in the State(s) of Nebraska and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AOWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AOWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Hyperlink Disclosure

 

The information being provided is strict as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

 

AlphaOmega Wealth Management, LLC (“AOWM”) is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website.

 

When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. 

 

AOWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AOWM’s web site or incorporated herein, and takes no responsibility thereof. 

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