| 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.
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.
131 Tower Park Drive Suite 115, Waterloo, IA, 50701
Get directionsRobert works as a private banker at Farmers State Bank since 2021. He dedicates minimal time to this non-investment related activity, both overall and during securities business hours.