DL
CFP · ChFC
DL
CFP · ChFC

Darryl Walter Lyons

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
2,479 clients
Average Client Portfolio
$294K average
Assets Under Management
$728.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200K1.50%
$200K - $500K1.25%
$500K - $1000K1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Darryl offers an alternative to health insurance through Samaritan Ministries and is a licensed insurance agent with PAX Insurance Services, spending a few hours per week on insurance-related activities. He is also involved with a private school board, authors books, volunteers with a non-profit, and chairs a basketball academy.

Employment History
Current Registrations
Pax Financial Group
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
360 Wealth Management, LLC
November 2013 - September 2016 · 2 yrs 10 mos
LPL Financial LLCBroker
January 2007 - July 2017 · 10 yrs 6 mos
LPL Financial LLC
January 2007 - October 2015 · 8 yrs 9 mos
Kcm & Associates
July 2005 - October 2006 · 1 yr 3 mos
MML Investors Services, INC.
April 2005 - January 2007 · 1 yr 9 mos
MML Investors Services, INC.Broker
January 2005 - January 2007 · 2 yrs
Nylife Securities INC.Broker
February 2000 - December 2004 · 4 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Darryl Walter Lyons - Financial Advisor | TrueAdvisor