Joseph Lyons is a CFP-designated registered investment advisor at Tricord Advisors, INC., based in Riverside, CA, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 552 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriCord Advisors charges an asset-based fee for discretionary portfolio management. The exact fee schedule and percentage are determined on a client-by-client basis and set forth in the client's Investment Advisory Agreement. Fees are calculated as a percentage of the value of the account and charged quarterly in advance.
Location
6772 Magnolia Avenue, Riverside, CA, 92506
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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 →Employment History
Current Registrations
Tricord Advisors, INC.
Previous Registrations
Hargrave & Associates, LLC
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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