LSB Capital Management offers asset management on a discretionary basis, either directly or as a sub-advisor. They also offer wrap fee programs. LSB Capital assists clients in defining investment objectives and manages assets accordingly, typically using a long-term buy-and-hold strategy. They also provide financial planning services covering estate, retirement, insurance, taxes, and investment strategies. LSB Capital may recommend LPL Financial as a broker-dealer and custodian.
Assets Under Management$170M
Clients406
Advisors6
Avg. per Client$430K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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