RD
RD

Rodney Lawrence Duroe

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningTax PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
833 clients
Average Client Portfolio
$416K average
Assets Under Management
$346.7M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K1.50%
$500K+1.25%

AUM Advisory Fee is negotiable with approval of the FSB CEO.

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

Rodney is a director of FSB Financial Services and the CEO/Cashier of Farmers State Bank, dedicating minimal time and nearly full-time hours respectively. He also co-owns Dusty Rhodes, LLC and Boca Norte, LLC, both real estate holding companies, dedicating a few hours per week and minimal time respectively.

Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
February 2009 - Present · 17 yrs
Fsb Premier Wealth Management, INC.Broker
December 2008 - Present · 17 yrs 2 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.