Joshua Lyons is a registered investment advisor at Lyons Asset Management, based in Stonington, CT, with 5 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 40 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are non-negotiable, but Lyons Asset Management reserves the right to waive fees when appropriate.
Fee Estimator
Location
Stonington, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lyons Asset Management
State Registrations1 state
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