Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
LSB Capital Management charges an annual fee based on a tiered percentage of assets under management. The minimum account fee is $1,000. Fees are negotiable for certain clients. Fees are prorated and paid quarterly in advance. Financial planning services are offered on a flat fee or hourly basis, with hourly rates up to $250 per hour. LPL advisory program fees range up to 3.0%.
Areas of Practice
Advisor Information
Office location
1375 SW State Street, Ankeny, IA, 50023
Get directionsRegulatory 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
Annette is involved in several investment-related activities, including operating as a DBA for LPL business, serving as Vice President of JRM Properties LLC (real estate rental), and providing investment advisory services through LSB Capital Management, LLC and LSB Capital Management, Inc. Annette dedicates nearly full-time hours to her LPL business, minimal time to JRM Properties LLC, and about half her time to each of the LSB Capital Management entities.