| 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.
1375 SW State Street, Ankeny, IA, 50023
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Learn about disclosures →Annette is involved in several investment-related activities, including operating as a DBA for LPL business, serving as Vice President of JRM Properties LLC (real estate rental), and providing investment advisory services through LSB Capital Management, LLC and LSB Capital Management, Inc. Annette dedicates nearly full-time hours to her LPL business, minimal time to JRM Properties LLC, and about half her time to each of the LSB Capital Management entities.