Fsb Premier Wealth Management, INC.
Assets Under Management
$346.7M
Number of Clients
833
Number of Advisors
10
Average Client AUM
$416K
AUM per Advisor
$34.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FSB Premier Wealth Management, Inc. provides portfolio management, financial planning, consulting services, and ERISA Fee-Based Plan Sponsor Program. Portfolios are tailored to client's financial situation and investment objectives. They act as a fiduciary and are wholly owned by FSB Financial Services, Inc.
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
Location
131 Tower Park Drive Suite 115, Waterloo, IA, 50701