Stephanie Holding is a registered investment advisor at Fsb Premier Wealth Management, INC., based in Waterloo, IA, with 9 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 833 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are negotiable. Minimum annual fee of $500.
Fee Estimator
Location
131 Tower Park Drive Suite 115, Waterloo, IA, 50701
Get directionsHistory
Regulatory History
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 Activities
Stephanie works as a Private Banker at Farmers State Bank, utilizing their banking products. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
Fsb Premier Wealth Management, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations5 states
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.