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 covering various topics. FBL Wealth Management works with clients to determine their financial goals and investment objectives.
Assets Under Management$8.7M
Clients7,106
Advisors216
Avg. per Client$1.2K
Avg. per Advisor$40K
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Clients that utilize only RBC UP Specialty Portfolio without a model provider fee in their allocation will receive up to a 25-basis point (.25%) discount to the Program Fee. Clients in the RBC Advisor Program will also receive up to a 25-basis point (.25%) discount to the Program Fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
216 Advisors at this firm
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