AV
CFP
AV
CFP

Alexander Vlach

10 Years of Experience
West Des Moines, IA
Broker

Alexander Vlach is a CFP-designated registered investment advisor at Fsb Premier Wealth Management, INC., based in West Des Moines, IA, with 10 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 934 clients with $430M in assets under management.

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

9750 University Avenue, West Des Moines, IA, 50266

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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

Alexander works as a private banker at Farmers State Bank since 2018, working with FSB private banking clients. This takes about 10-20% of his time.

Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
August 2016 - Present · 10 yrs 2 mos
Fsb Premier Wealth Management, INC.Broker
June 2016 - Present · 10 yrs 4 mos
State Registrations6 states
CAFLIANETXWI
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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