Benjamin Houdek
Benjamin Houdek is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 4 years of industry experience. Benjamin 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
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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
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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