| 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 →Brian is involved in several business activities, including LSB Wealth Management, LSB Financial, LSB Capital Management, and real estate rental. He also dedicates time to non-variable and fixed insurance sales, as well as serving as treasurer for a recycling company.