Daniel Shurley
Daniel Shurley is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 26 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more.
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 - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Clients utilizing specific specialty portfolios or certain RBC programs may receive up to a 0.25% discount. Sub-advisor wrap program total annual fee will not exceed 1.25%.
Fee Estimator
Location
5400 University Ave, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Other Business ActivitiesSells Insurance
Daniel is a full-time insurance agent with Farm Bureau Life and affiliates since 2014. He also works as an investment adviser representative with 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
Fsc Securities CorporationBroker
Equitrust Marketing Services, LLCBroker
State Registrations7 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.
Exams
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