Chase Carlson
Chase Carlson is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 5 years of industry experience. Chase 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
Get directionsHistory
Regulatory History (2)
Criminal
July 2013Criminal
November 2012Other Business ActivitiesSells Insurance
Chase is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2018. He also owns an Air BnB rental house, sells AMSOIL synthetic motor oils, owns Apple Fire Orchards, LLC, and is an investment advisor representative with 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.