FSB Premier Wealth Management provides investment management and financial planning services to individuals, families, small businesses, trusts, and other organizations. They tailor portfolios to each client's situation, considering their goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, insurance, education, and estate planning. Consulting services offer advice on retirement accounts held elsewhere.
Assets Under Management$350M
Clients833
Advisors10
Avg. per Client$420K
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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