Benjamin Houdek
Benjamin Houdek is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 3 years of industry experience. Benjamin 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
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Regulatory History
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 ActivitiesSells Insurance
Benjamin is an instructor at the University of Mary, spending about 10-20% of his time teaching a sales management course. He is also the head soccer coach at St. Mary's Central High School, dedicating about a third of his time to this role, and a full-time insurance sales associate with Farm Bureau Life and Nodak Insurance Company.
Employment History
Current Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
State Registrations1 state
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