Owen Lyons is a registered investment advisor at Demand Wealth, based in Potomac Falls, VA, with 26 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 68 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Demand Wealth charges a fee for managing your investments that varies from 0.25% to 2.5% per year, depending on the amount you invest, the complexity of the services, and the level of administration. The fee is calculated based on the value of your investments and is billed monthly in advance. The first month of advisory services is complimentary. You can end the agreement with 30 days' notice, but no refund is given for the last month of service.
Location
Potomac Falls, VA
Get directionsHistory
Regulatory History (2)
Financial
October 2016Judgment / Lien
August 2011Employment History
Current Registrations
Demand Wealth
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Spencer Lyons Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLC
LPL Financial LLCBroker
Neuberger Berman, LLC
Neuberger Berman, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.