Assets Under Management
$346.7M
Number of Clients
833
Number of Advisors
10
Average Client AUM
$416K
AUM per Advisor
$34.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
FSB Premier Wealth Management provides portfolio management, financial planning, and consulting services. Portfolios are tailored to client needs. Financial planning covers various areas, and consulting services offer advice on retirement accounts. They act as a fiduciary, prioritizing client interests.
| 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