Assets Under Management

$173.0M

Number of Clients

406

Number of Advisors

5

Average Client AUM

$426K

AUM per Advisor

$34.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

LSB Capital Management offers discretionary asset management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. They also provide sub-advisory services and wrap fee programs. The firm is a wholly-owned subsidiary of Lincoln Savings Bank.

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$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
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Location

1375 SW State Street, Ankeny, IA, 50023

5 Advisors at this firm