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Home > Retirement Planners > iowa > waterloo > FSB PREMIER WEALTH MANAGEMENT, INC.
FSB PREMIER WEALTH MANAGEMENT, INC.
131 Tower Park Drive Suite 115
Waterloo, Iowa 50701
Tel: 319-235-6561
About FSB PREMIER WEALTH MANAGEMENT, INC.
FSB PREMIER WEALTH MANAGEMENT, INC, formally registered with the SEC as FSB PREMIER WEALTH MANAGEMENT, INC. The firm was established in 09/01/2017. They have over 7 offices throughout the country.
FSB PREMIER WEALTH MANAGEMENT, INC. is a Waterloo, Iowa based Financial Planning firm with nearly $293,732,584 assets under management, offering retirement planning & investment advisory services to 1564 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 15898 |
| SEC# | 801-111084 |
| Assets Managed by Firm | $293,732,584 |
| No. of Clients | 1564 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1564 | $293,732,584 |
| Individuals (other than high net worth individuals) | 669 | $128,060,482 |
| High net worth individuals | 80 | $148,552,853 |
| Charitable organizations | 5 | $633,271 |
| Corporations or other businesses | 28 | $16,485,978 |
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