| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.25% |
AUM Advisory Fee is negotiable with approval of the FSB CEO.
131 Tower Park Drive Suite 115, Waterloo, IA, 50701
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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 →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.