Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
833 clients
Average Client Portfolio
$416K average
Assets Under Management
$346.7M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K1.50%
$500K+1.25%

AUM Advisory Fee is negotiable. Advisory accounts have a minimum AUM advisory fee of $500 per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500
Hourly Rate:$250 - $300/hr

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

131 Tower Park Drive Suite 115, Waterloo, IA, 50701

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2024
Closed-No Action
Other Business Activities

Robert 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.

Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
June 2021 - Present · 4 yrs 7 mos
Fsb Premier Wealth Management, INC. Broker
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
Bankers Life Securities, INC.Broker
May 2016 - October 2020 · 4 yrs 5 mos
Proequities, INC.Broker
July 2014 - May 2016 · 1 yr 10 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.