Assets Under Management
$173.0M
Number of Clients
406
Number of Advisors
5
Average Client AUM
$426K
AUM per Advisor
$34.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
LSB Capital Management offers discretionary asset management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. They also provide sub-advisory services and wrap fee programs. The firm is a wholly-owned subsidiary of Lincoln Savings Bank.
| 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