Robert Hansen
Robert Hansen is a registered investment advisor at Fsb Premier Wealth Management, INC., based in Waterloo, IA, with 11 years of industry experience. Robert 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Other 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.
Fsb Premier Wealth Management, INC.Broker
Previous Registrations
Bankers Life Securities, INC.Broker
Proequities, 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.