Ramon Reyes
Ramon Reyes is a registered investment advisor at Lsb Wealth Management, based in Ankeny, IA, with 20 years of industry experience. Ramon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 406 clients with $170M 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 negotiable for accounts over $10,000,000.
Fee Estimator
Location
1375 SW State Street, Ankeny, IA, 50023
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Ramon sells non-variable insurance through Lincoln Savings Bank-LSB Wealth Management, dedicating a few hours per week. He also works full-time providing investment advisory services to LSB Capital Management Inc.
Employment History
Current Registrations
Lsb Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
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.