Patrick Lyons is a registered investment advisor at Lyons Den Capital, based in Zebulon, NC, with 25 years of industry experience. Patrick 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 12 clients with $4.2M 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 | 1.50% |
Fees are subject to negotiation. The firm also offers incentive fees: 15% of account profits.
Fee Estimator
Location
Zebulon, NC
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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 ActivitiesSells Insurance
Patrick is a licensed insurance producer in North Carolina since 2009, offering life insurance and annuities on an as-needed basis. This activity requires minimal time and is not a primary focus of his business.
Employment History
Current Registrations
Lyons Den Capital
Previous Registrations
Lyons Den Capital, LLC
Ncm Capital Management Group INC
State Registrations2 states
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.