Ramon Paul Reyes

Lsb Wealth Management

20 Years of Experience

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Firm Information

Lsb Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

406 clients

Average Client Portfolio

$426K average

Assets Under Management

$173.0M

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,000

Hourly Rate:Up to $250/hr

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%.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Advisor Information

Office location

1375 SW State Street, Ankeny, IA, 50023

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2009

Settled

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Other Business ActivitiesSells Insurance

Ramon sells non-variable insurance through Lincoln Savings Bank-LSB Wealth Management, dedicating a few hours per week. He also works full-time providing investment advisory services to LSB Capital Management Inc.