AB
AB

Alexander Botero

3 Years of Experience
West Des Moines, IA
BrokerSells Insurance

Alexander Botero is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 3 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
236 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$9.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

5400 University Ave, West Des Moines, IA, 50266

Get directions

History

Regulatory History
Clean regulatory record

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

Alexander is an insurance agent with Farm Bureau Life and Mountain West Farm Bureau Mutual Insurance Company since June 2023. He also works as a laborer for Compass Coatings Brick Imaging Brick Staining, dedicating about half of his time, and is an investment adviser representative with FBL Wealth Management, LLC.

Employment History
Current Registrations
Fbl Wealth Management, LLC
November 2023 - Present · 2 yrs 11 mos
Fbl Marketing Services, LLCBroker
July 2023 - Present · 3 yrs 3 mos
State Registrations2 states
COWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors