Alexander Read is a registered investment advisor at Lyons Wealth Management, based in Winter Park, FL, with 32 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 112 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary by strategy and custodian, ranging from 1.25% to 1.99% annually. Some algorithmic strategies include performance fees up to 30% of capital gains.
Fee Estimator
Location
280 W. Canton Ave Ste 430, Winter Park, FL, 32789
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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 →Employment History
Current Registrations
Lyons Wealth Management
Innovation Partners LLCBroker
Previous Registrations
Cim Securities, LLCBroker
Csg Capital Advisors, LLCBroker
Lyons Wealth Management
Lyons Wealth Management
Peregrine Financials & Securities, INC.Broker
American Capital CorporationBroker
Chatfield Dean & CO., INC.Broker
Alexander Read Investment Management, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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