Rodney Duroe is a registered investment advisor at Fsb Premier Wealth Management, INC., based in Waterloo, IA, with 17 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 833 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are negotiable. Minimum annual fee of $500.
Fee Estimator
Location
131 Tower Park Drive Suite 115, Waterloo, IA, 50701
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Regulatory 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
Rodney is a director of FSB Financial Services and the CEO/Cashier of Farmers State Bank, dedicating minimal time and nearly full-time hours respectively. He also co-owns Dusty Rhodes, LLC and Boca Norte, LLC, both real estate holding companies, dedicating a few hours per week and minimal time respectively.
Employment History
Current Registrations
Fsb Premier Wealth Management, INC.
Fsb Premier Wealth Management, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.