Allison Lyons is a CFP-designated registered investment advisor at Corient, based in Houston, TX, with 22 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B 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 | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
1330 Post Oak Blvd, Suite 2190, Houston, TX, 77056
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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 Activities
Allison is a limited partner and manager of DT Marmot LLC, which owns a condo in Winterpark, CO. She spends minimal time paying bills for the LLC.
Employment History
Current Registrations
Corient
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Stavis & Cohen Private Wealth, LLC
Fsc Securities CorporationBroker
Scf Private Wealth Holdings, LLC
Cambridge Investment Research, INC.Broker
Nylife Securities LLCBroker
Eagle Strategies LLC
Seidman Private Securities LLCBroker
Seidman Private Advisors LLC
Kpmg Investment Advisors
State Registrations1 state
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
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