Brokerage Specialists
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
25
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
25
Average account size
$0
Client services
Fee options
$0+: 1.25% annually for discretionary accounts $0+: 1.00% annually for non-discretionary accounts
$185 per hour for financial planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Brokerage Specialists
1828 N. Webb Road, Suite #2
Grand Island NE 68803, United States
Number of offices
2
Forms ADV
Quick links
Advisors at this firm
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