Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on the program selected. The firm offers wrap and non-wrap fee programs. In a non-wrap program, clients will separately incur commissions and/or other transaction charges for each trade placed in the client’s account in addition to investment advisory fees. The brochure mentions that fees charged through the Envestnet Asset Management Program may be as high as 2.8% per year or greater depending on account size, household aggregation, the use of overlays, model or manager fees, and other services selected.
Areas of Practice
Advisor Information
Office location
4135 NW Urbandale Dr, Urbandale, IA, 50322
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Brian is the owner/pilot of HalfFastAdventures, LLC, providing aircraft services such as plane rides, restoration, flight instruction, and hangar rent since 2008. He spends a few hours per week on this activity.