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The fee is billed in advance, is negotiable and has a $500 annual minimum.","source":"FSB PREMIER WEALTH MANAGEMENT BROCHURE (PART 2A OF FORM ADV), filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does FSB Premier Wealth Management use?","answer":"FSB Premier Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $432M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does FSB Premier Wealth Management have?","answer":"FSB Premier Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 12 employees, and 10 perform investment advisory functions. 11 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does FSB Premier Wealth Management invest in?","answer":"At the end of its last fiscal year, FSB Premier Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 6% derivatives and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns FSB Premier Wealth Management?","answer":"FSB Premier Wealth Management is owned through a holding company by Rodney Lawrence Duroe. Its direct owner is FSB Financial Services Inc (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does FSB Premier Wealth Management get paid?","answer":"FSB Premier Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is FSB Premier Wealth Management registered with the SEC?","answer":"Yes, FSB Premier Wealth Management has been registered with the SEC as an investment adviser since 1 September 2017. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}