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Sarah Zink

21 Years of Experience
Bowling Green, KY

Sarah Zink is a registered investment advisor at Lyons View Capital, LLC, based in Bowling Green, KY, with 21 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Management fees are based on a percentage of assets under management and are fully negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bowling Green, KY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sarah is an employee of Bright Investments, working as a Compliance Officer for Avondale Futures Group, dedicating minimal time to cotton futures. She also serves as the Chief Operating and Compliance Officer for Lyons View Capital, LLC, a registered investment advisor, which is a full-time commitment.

Employment History
Current Registrations
Lyons View Capital, LLC
April 2023 - Present · 3 yrs 6 mos
Bright Investments, LLC
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
Avondale Partners, LLC
March 2010 - September 2015 · 5 yrs 6 mos
Avondale Conquest, LLC
June 2006 - September 2015 · 9 yrs 3 mos
Powelljohnson
January 2004 - November 2004 · 10 mos
Powelljohnson
May 2003 - January 2004 · 8 mos
State Registrations2 states
ALKY
Advisor

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Exams
No exam information available for this advisor.
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