| 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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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Zachary is a registered investment advisor DBA with LSB Wealth Management and provides investment advisory services to LSB Capital Management Inc. These activities take up a full-time commitment and a few hours per week, respectively.