LSB WEALTH MANAGEMENT
Clive, Iowa
4.5
38 Reviews
LSB Wealth Management, a prominent investment advisory firm headquartered in Clive, IA, serves a diverse clientele of over 450 individuals, managing an impressive $225,367,000 in assets. With six offices strategically located across the region, LSB Wealth Management has established itself as a trusted local partner in wealth management.
As a testament to their expertise, LSB Wealth Management has built a solid reputation in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management. Their comprehensive knowledge and experience in this field make them a reliable choice ...
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Assets Under Mgmt
$225.37M
Investment Professionals
11
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: SUB-ADVISER SERVICES
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