Bazis Private Wealth, Llc
816 S. 169TH STREET, Omaha, Nebraska 68118
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
or on a fixed fee basis. The percentage fee ranges up to a maximum of 2% per year. Fixed fee asset management services are will be charged a fee not to exceed 2% of the asset under management calculated in advanced and billed to the client account on a quarterly basis. The amou
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.