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
Zachary is a registered investment advisor DBA with LSB Wealth Management and provides investment advisory services to LSB Capital Management Inc. These activities take up a full-time commitment and a few hours per week, respectively.