Brandon Avery
Brandon Avery is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 15 years of industry experience. Brandon 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)
Criminal
January 2002Other Business ActivitiesSells Insurance
Brandon is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010, operating under Brandon Avery Agency, Inc. He also receives minimal compensation for referrals to Farm Bureau Bank and provides investment advisory and financial planning services through FBL Wealth Management, LLC.
Employment History
Current Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
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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