Advisor at Bazis Private Wealth, LLC
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Firm
Bazis Private Wealth, LLC
Location
Omaha, NE 68118
Credentials
Series 63, Series 65
Industry experience
26 years
Duane Bazis is a financial advisor with Bazis Private Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Bazis & Young Investment Group LLC since 2009. Outside of his advisory role, Bazis is a licensed insurance agent with over 30 years of experience selling life, health, long-term care, and annuity products. Bazis Private Wealth LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm manages portfolios using a combination of fundamental and charting analysis alongside third-party research and operates exclusively through wrap-fee programs, offering both discretionary and non-discretionary asset management.
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 · Texas · Virginia
Bazis & Young Investment Group LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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