Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
401 Douglas St. STE 215, Sioux City, IA, 51101
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 ActivitiesSells Insurance
Alisha is an agent for Bankers Life & Casualty Company, selling Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC, which takes nearly full-time. She also works as a skincare consultant for Rodan & Fields, dedicating minimal time to this activity.