Lisa Durant is a registered investment advisor at Lion's Eye Wealth LLC, based in Montrose, CO, with 6 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6 clients with $4M 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 | 2.25% |
| $2.0M - $10.0M | 2.00% |
| $10M+ | 1.75% |
Accounts can be combined under one household for advisory fee amount.
Fee Estimator
Location
Montrose, CO
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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
Lisa is a contributing writer for several media publications, researching and writing thought pieces. This activity requires minimal time.
Employment History
Current Registrations
Lion's Eye Wealth LLC
Previous Registrations
High Country Capital Management
Morgan Stanley
Morgan StanleyBroker
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.