FSB Premier Wealth Management offers personalized portfolio management, financial planning, and consulting services for individuals, families, and businesses. When managing portfolios, FSB Premier builds tailored investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and other products to match each client's specific goals, time horizon, and risk tolerance. In addition to investment management, FSB Premier provides traditional financial planning covering net worth, cash flow, retirement, insurance, education funding, and estate review, as well as consulting for retirement accounts governed by federal retirement plan rules. FSB Premier operates as a registered investment advisor and acts in the best interest of its clients. The firm is wholly owned by FSB Financial Services, which also owns Farmers State Bank.
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.