Bankers Life Advisory Services, INC.

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Assets Under Management

$1.9B

Number of Clients

11,822

Number of Advisors

440

Average Client AUM

$164K

AUM per Advisor

$4.4M

Compensation

Fee-Only (AUM)

About This Firm

Bankers Life Advisory Services (BLAS) offers wrap fee programs through the Envestnet platform, partnering with third-party investment managers like BlackRock, Bluestone, and others. BLAS provides investment advice, account management, portfolio monitoring, and performance reporting. Clients select a program, and the third-party manager has discretion over securities bought and sold within the account.

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

BLAS offers wrap fee programs with advisory fees ranging from 1.00% to 2.18%. Account minimums range from $5,000 to $150,000 depending on the program selected. These fees cover investment advice, account management, portfolio monitoring, and performance reporting.

View Full Brochure on SEC
Areas of Practice
Investment Management
Location

303 E. Wacker Drive, 5th Fl, Chicago, IL, 60601

440 Advisors at this firm

AS
Adam Charles Shea
AR
Adam J Rutstein
AK
Adam Keifer Kragskow
AC
Adam Russell Clayton
AM
ChFC
Adam T Mchenry
AC
Adam W Claussen
AS
Adelious De'lloyd Stith
AR
Alberta Stephens Roberts
AR
Alberto Rivera
AP
Albert Preniqi
AM
Alisha Lea Mccarty
AF
Alison Dale Free
AB
Alissa Marie Bender
AW
Alonte Rashon White-Davis
AB
Amanda Sue Burke
AS
Amber Lynn Shaw
AO
Andrea Rose Oliverio
AW
Andrew Ian Wilson
AP
Andrew James Pleune
AJ
Andrew Justin Jones
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