Thomas Nevitt
Thomas Nevitt is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 18 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 7,106 clients with $8.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
5400 University Ave, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2015Customer Dispute
July 2014Other Business Activities
Thomas is a board member for Friends of Des Moines Park & Recreation, helping organize events and fundraise, dedicating a few hours per week. He also works as an investment adviser representative for FBL Wealth Management, LLC, providing investment advisory and financial planning services.
Employment History
Current Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
NFP Securities, INC.Broker
NFP Securities, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Equitrust Marketing Services, LLCBroker
Locust Street Securities, INC.Broker
State Registrations16 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.