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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jacob works as a private banker at Farmers State Bank since 2019. This banking/finance role takes about a quarter of his time, including time spent during securities business hours.