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Mitchell Lyons is a registered investment advisor at Mitch Lyons Wealth LLC, based in Rockford, MI, with 19 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8080 Myers Lake Ave Ne, Rockford, MI, 49341
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2008Denied
Employment History
Current Registrations
Mitch Lyons Wealth LLC
January 2026 - Present · 4 mos
Previous Registrations
J.W. Cole Financial, INC.Broker
April 2019 - August 2019 · 4 mos
Global Financial Private Capital, LLC
June 2014 - May 2019 · 4 yrs 11 mos
G.F. Investment Services, LLCBroker
June 2014 - April 2019 · 4 yrs 10 mos
LPL Financial LLCBroker
June 2012 - July 2014 · 2 yrs 1 mo
Woodbury Financial Services, INC.Broker
May 2008 - June 2012 · 4 yrs 1 mo
AXA Advisors, LLCBroker
October 2000 - May 2008 · 7 yrs 7 mos
State Registrations1 state
MI
Advisor
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
No exam information available for this advisor.