Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.25% |
AUM Advisory Fee is negotiable. Advisory accounts have a minimum AUM advisory fee of $500 per year.
Fee Estimator
FSB Premier charges an annual fee based on the amount of assets they manage for you. The fee is 2.00% for assets less than $100,000, 1.50% for assets between $100,000 and $500,000, and 1.25% for assets above $500,000. This fee is not tiered and is applied at the account level. There is a minimum annual advisory fee of $500. Financial planning and consulting services are charged either a flat fee or an hourly fee, with hourly rates ranging from $250 to $300 per hour.
Areas of Practice
Advisor Information
Office location
131 Tower Park Drive Suite 115, Waterloo, IA, 50701
Get directionsRegulatory History (1)
Customer Dispute
April 2024Other Business Activities
Ryan is a business banking EVP/Business Development Officer/Private Banker at Farmers State Bank, working full-time. He is also a member of Make Money Holdings, LLC, an investment club, and co-owner of Dusty Rhodes, LLC, a rental real estate holding company, dedicating minimal time to each. Ryan is also a board member of Hawkeye Community College Foundation, dedicating minimal time.