| 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
Get directionsRamon 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.