Lee Mann is a CFP-designated registered investment advisor at Lyon Wealth Advisors, based in Charlotte, NC, with 12 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 225 clients with $310M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Accounts of $10 million or more may be eligible for additional fee breakpoints in the Adviser’s discretion.
Fee Estimator
Location
8816 Red Oak Blvd., Suite 140, Charlotte, NC, 28217
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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
Lee serves as the Power of Attorney for his mother since 2021. This requires minimal time and does not occur during trading hours.
Employment History
Current Registrations
Lyon Wealth Advisors
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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.