Ameritas Advisory Services, LLC
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Overview
Ameritas Advisory Services, LLC is located at 5900 O Street, Lincoln, NE. The firm employs 470 financial advisors to manage client portfolios and provide financial guidance. Ameritas Advisory Services, LLC is not a registered broker-dealer.
Ameritas Advisory Services, LLC oversees $10.3 billion in assets under management across 39,033 accounts, of which 18,316 are discretionary and 20,717 are non-discretionary. Over the past year, the firm has provided financial planning services to 1,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations, with retail investors being the largest client type by accounts. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees. The firm has 114 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, a pension consultant, and a commodity pool advisor.
Ameritas Advisory Services, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ameritas Advisory Services, LLC by the Numbers
$10.3 billion
545
39,033
$263.6 thousand
Products and Services
Ameritas Advisory Services, LLC provides multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. In the prior financial year, Ameritas Advisory Services, LLC provided financial planning services to 1000 of its clients. The Firm does not sell products or offer services aside from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically vary depending on which service is provided. Fees charged by Ameritas Advisory Services, LLC most likely consist of any combination of the following fee types: asset-based, hourly, fixed, or other. The company participates in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm works with a broad range of customers. The firm works with retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations. Out of its 6 clients, Ameritas Advisory Services, LLC's biggest client type by number of accounts is retail investors, though it also manages money for 114 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 0.41%
- Other Individuals - 98.4%
- Corporations - 1.02%
- Charitable Organizations - 0.17%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ameritas Advisory Services, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ameritas Advisory Services, LLC
Carnegie, PA
Toledo, OH
Flagstaff, AZ
Newport, RI
Folsom, CA
Lawrence, KS
Tulsa, OK
Surprise, AZ
Spring, TX
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