Terry Lyon
Terry Lyon is a CFP-designated registered investment advisor at Breakforth Investment Management, INC, based in Pittsburgh, PA, with 34 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25 clients with $16M 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 $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees of assets above $5,000,000 are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Pittsburgh, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terry is a director of the Pittsburgh Chapter of the National Association of Investors, dedicating a few hours per week to investment education. He is also a general partner in several investment clubs and the stewardship chairperson for Salem United Methodist Church, spending minimal time on each activity.
Employment History
Current Registrations
Breakforth Investment Management, INC
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.