BLAS co-sponsors wrap fee programs with third-party managers. These programs have advisory fees ranging from 1.00% to 2.18% annually, and account minimums range from $5,000 to $150,000.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Alberta is the Chief Compliance Officer/Secretary/Municipal Principal for Bankers Life Securities, Inc. and the Chief Compliance Officer/Secretary for Bankers Life Advisory Services, Inc., dedicating nearly full-time hours to each. She also serves as Secretary for Bankers Life Securities General Agency, spending minimal time maintaining insurance licenses.