Advisor at Bazis Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bazis Private Wealth, LLC
Location
Omaha, NE 68118
Credentials
Series 65
Industry experience
1 year
Andrew Lamer is a financial advisor at Bazis Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has held prior roles at Kidwell and the City of Omaha. He also serves in the Nebraska Army National Guard. Bazis Private Wealth LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients, managing discretionary and non-discretionary accounts with a focus on asset allocation and a combination of fundamental, charting, and quantitative research. The firm operates exclusively through wrap-fee programs and offers ERISA-focused retirement plan services and alternative investment consulting.
Based on Bazis Private Wealth, LLC
Financial planning fixed fees from $1,000 to $15,000; fixed fees also available for Alternative Investment Consulting and Retirement Plan Services
$0 - $1,000,000: Up to 2% $1,000,000 - $10,000,000: Up to 1% $10,000,000+: Up to 0.5%
Rates range from $75/hour (administration) to $432/hour (senior advisor)
Account minimum: $10,000,000 Fee-only: Financial planning fixed fees range from $1,000 to $15,000; hourly rates from $75 to $432 per hour depending on personnel and service
816 S. 169 Th Street
Omaha, NE 68118
Nebraska
Bazis Private Wealth. LLC
2024 - Present (2 years)
Kidwell
2019 - 2024 (5 years)
Nebraska Army National Guard
2018 - Present (8 years)
Citv of Omaha
2017 - 2019 (2 years)
Eagle Run Golf Course
2016 - 2016 (1 year)
Schmidley's Driving Range
2015 - 2016 (1 year)
Full Time Student
2014 - 2024 (10 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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