Cheryl Lyon is a registered investment advisor at Lyon Capital Strategies, based in Akron, OH, with 19 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 69 clients with $6.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.75% |
| $200K - $500K | 0.38% |
| $500K+ | 0.25% |
All fees are subject to negotiation.
Fee Estimator
Location
Akron, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheryl is a partner at Lyon & Lyon, CPAs, focusing on tax preparation and accounting, dedicating about half her time. She also owns Lyon Capital Strategies LLC, providing business consulting and tax services, working full-time.
Employment History
Current Registrations
Lyon Capital Strategies
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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