Cory Lyon is a registered investment advisor at Aureum Wealth Management, LLC, based in North Palm Beach, FL, with 8 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 91 clients with $150M 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 $1.0M | 1.90% |
| $1.0M - $5.0M | 1.40% |
| $5M+ | 1.00% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the Client’s financial circumstances, among others. Aureum Wealth has legacy client relationships with a breakpoint fee schedule. These fee schedules are listed in the advisory agreement signed with these clients.
Fee Estimator
Location
772 Us Highway One, Ste 100, North Palm Beach, FL, 33408
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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
Cory works at The Fuoco Group, an accounting firm, assisting accounting staff and providing IT assistance since 2015. This non-investment related activity takes nearly full-time hours and occurs during trading hours.
Employment History
Current Registrations
Aureum Wealth Management, LLC
Previous Registrations
Hewins Financial Advisors, LLC
State Registrations2 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.