LSB Capital Management, Inc. is a registered investment advisor and a wholly-owned subsidiary of Lincoln Savings Bank. The firm offers personalized asset management services on a discretionary basis, creating tailored investment portfolios consisting of stocks, bonds, mutual funds, exchange-traded funds, and other securities to match each client's specific financial goals and risk tolerance. In addition to direct portfolio management, the firm provides advisory services through various third-party programs sponsored by LPL Financial, as well as comprehensive financial planning covering retirement, estate, tax, and insurance strategies. LSB Capital Management operates as a legally required fiduciary, meaning advisors must act in the client's best interest at all times. The firm serves a wide range of clients including individuals, families, retirement plans, trusts, estates, and corporations.
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.