Zachary Morrissey is a registered investment advisor at Lsb Wealth Management, based in Ankeny, IA, with 8 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 383 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 for accounts over $10,000,000 are negotiable. Minimum annual account fee is $1,000.
Fee Estimator
Location
1375 SW State Street, Ankeny, IA, 50023
Get directionsHistory
Regulatory 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.
Employment History
Current Registrations
Lsb Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Sammons Financial Network, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ramon ReyesLsb Wealth Management
- Matthew Ford, CFA, CFPBlackoak Advisors LLC
- Travis Allen, CFA, CFPCustom Wealth Planners
- Maria Hackett, CFPLPL Financial LLC
- Clay Budach, CFPCustom Wealth Planners
- Michael Murkins, CFPLexaurum Advisors