Lsb Wealth Management's Form ADV discloses 1.25% on the first $1 million, 1.00% on the next $1.5 million, 0.75% on the next $2.5 million, 0.50% on the next $5 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #310466), Lsb Wealth Management is subject to fiduciary duty under federal law.
Lsb Wealth Management is headquartered in ANKENY, IA.
Lsb Wealth Management serves 157 high-net-worth clients according to their SEC filing dated August 11, 2026. View client details ↓
According to their SEC Form ADV, Lsb Wealth Management offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Lsb Wealth Management manages $229 million in client assets according to their SEC filing dated August 11, 2026.
According to their SEC Form ADV, Lsb Wealth Management serves high-net-worth individuals and institutional clients. View client details ↓