Matthew Lyon is a CFP-designated registered investment advisor at Zenith Advisory Group, LLC, based in Centerville, OH, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $65M 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 | 1.75% |
Annual fees range from 0.50% to 1.75% depending on portfolio size and services. All fees are negotiable.
Fee Estimator
Location
10554 Success Lane, Suite G, Centerville, OH, 45458
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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
Matthew works as a consultant for Kalibr Consulting, assisting dentists, physicians, and medical residents with practice growth, contract negotiations, and career placement. This takes a few hours per week.
Employment History
Current Registrations
Zenith Advisory Group, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations5 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.
Exams
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