Fate Spurlock
Fate Spurlock is a registered investment advisor at Ameritas Advisory Services, LLC, based in Topeka, KS, with 41 years of industry experience. Fate operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
5883 SW 29th St, Topeka, KS, 66614
Get directionsHistory
Regulatory History (2)
Regulatory
August 1979Criminal
February 1979Other Business ActivitiesSells Insurance
Fate is the President of Spurlock Financial Services, Inc. since 1980, dedicating about 10-20% of their time to sales and service of fixed insurance products. Fate is also an agent for Envision Wealth Network since March 2024, spending minimal time on sales and service of insurance-related products.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
MML Investors Services, LLC
MML Investors Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
1717 Capital Management CompanyBroker
Cornerstone Investments, L.L.C.Broker
Carillon Investments, INC.Broker
Amev Investors, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.