MS
MS

Melanie Scott

22 Years of Experience
West Des Moines, IA
Broker

Melanie Scott is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 22 years of industry experience. Melanie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
216 advisors
Number of Clients
7,106 clients
Average Client Portfolio
$1K average
Assets Under Management
$8.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1000K1.50%
$1.0M - $3.0M1.25%
$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
Loading...

Location

5400 University Ave, West Des Moines, IA, 50266

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Melanie is an investment adviser representative at FBL Wealth Management, LLC. The time commitment varies.

Employment History
Current Registrations
Fbl Wealth Management, LLC
January 2020 - Present · 6 yrs 4 mos
Fbl Marketing Services, LLCBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Bosc, INC.Broker
February 2014 - July 2015 · 1 yr 5 mos
Cantella & CO., INC.Broker
September 2011 - September 2013 · 2 yrs
Ing Financial Partners, INC.Broker
January 2011 - September 2011 · 8 mos
Ing Financial Advisers, LLCBroker
November 2004 - January 2011 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2002 - August 2003 · 1 yr 5 mos
H.C. Wainwright & CO., INC.Broker
March 2001 - March 2002 · 1 yr
Adams, Harkness & Hill, INC.Broker
December 2000 - May 2001 · 5 mos
State Registrations1 state
OK
AdvisorBrokerBoth

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
No exam information available for this advisor.
Melanie Scott - Financial Advisor | TrueAdvisor