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Abigail Sears

Fsb Premier Wealth Management, INC.
8 Years of Experience
Waterloo, IA
Broker
View SEC Summary
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Abigail Sears is a registered investment advisor at Fsb Premier Wealth Management, INC., based in Waterloo, IA, with 8 years of industry experience. Abigail is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 934 clients with $430M in assets under management.

Fsb Premier Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
934 clients
Average Client Portfolio
$462K average
Assets Under Management
$431.7M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.50%
$500K+1.25%

Fees are applied to the entire portfolio balance at a single rate rather than tiered. Fees are negotiable with approval from the chief executive officer.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

131 Tower Park Drive Suite 115, Waterloo, IA, 50701

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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.

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Other Business Activities

Abigail works as a Treasury Management Officer at Farmers State Bank since May 2014, dedicating full-time hours to this role. Her duties involve assisting businesses with managing their treasury services.

Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
May 2022 - Present · 4 yrs 5 mos
Fsb Premier Wealth Management, INC.Broker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Chase Investment Services CORP.Broker
April 2006 - August 2008 · 2 yrs 4 mos
State Registrations4 states
FLIANESD
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.
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