Robert Hansen
Robert Hansen is a registered investment advisor at Fsb Premier Wealth Management, INC., based in Waverly, IA, with 11 years of industry experience. Robert 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $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
Location
2101 4th Street SW, Waverly, IA, 50677
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Other Business Activities
Robert works as a private banker at Farmers State Bank since 2021. He dedicates minimal time to this non-investment related activity, both overall and during securities business hours.
Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
Fsb Premier Wealth Management, INC.Broker
Previous Registrations
Bankers Life Securities, INC.Broker
Proequities, INC.Broker
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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