Mark Zavanelli is a CFA-designated registered investment advisor at Lyons Investment Management, based in Winter Park, FL, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $64M 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% |
Fee rates are negotiable, and generally based on the size of the existing or potential customer relationship.
Fee Estimator
Location
280 W Canton Ave, Suite 430, Winter Park, FL, 32789
Get directionsHistory
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
Mark is the president of ZPR Investment Management Inc, a real estate investment company, since 2011. He spends a few hours per week on this activity, with minimal time spent during trading hours.
Employment History
Current Registrations
Lyons Investment Management
Previous Registrations
Zpr Investment Management 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.