Skyler Otto
Skyler Otto is a registered investment advisor at Mdrn Capital, based in Des Moines, IA, with 11 years of industry experience. Skyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 569 clients with $340M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable at the sole discretion of the advisor. Certain clients may be grandfathered in at previous rates.
Fee Estimator
Location
Des Moines, IA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2026Other Business ActivitiesSells Insurance
Skyler is appointed with a non-affiliated insurance company to sell fixed insurance, critical illness, disability, and accident insurance products. This activity occurs during normal market hours at the branch location.
Employment History
Current Registrations
Mdrn Capital
Previous Registrations
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Fsc Securities CorporationBroker
State Registrations1 state
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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