Bankers Life Advisory Services, INC.

Fee-Only (% of Portfolio)

Bankers Life Advisory Services (BLAS) offers investment advice and portfolio management to individuals. BLAS works with clients to understand their goals, risk tolerance, and time horizon to create a tailored portfolio. BLAS also offers non-discretionary investment consulting services. BLAS may recommend other investment or insurance professionals or affiliated investment or insurance organizations for implementation of recommendations.

Assets Under Management$1.9B
Clients11,822
Advisors504
Avg. per Client$160K
Avg. per Advisor$3.9M

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

504 Advisors at this firm

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