Fbl Wealth Management, LLC
Assets Under Management
$8.7M
Number of Clients
7,106
Number of Advisors
191
Average Client AUM
$1K
AUM per Advisor
$45K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FBL Wealth Management offers investment management services through its own sub-advisor wrap fee program and through RBC Capital Markets' wrap fee programs. They also provide financial planning services. The firm obtains client information to determine financial goals and investment objectives.
Fee Structure
FBL Wealth Management's fees are based on the specific program selected. Fees for investment management services through FBL Wealth Management are not detailed in this document. Fees for financial planning services and retirement plan services are mentioned but not detailed. Minimum investment amounts are required, but the specific amount is not disclosed in this section.
Areas of Practice
Location
5400 University Avenue, West Des Moines, IA, 50266