Jose Iglesias is a registered investment advisor at Lyon Bern, LLC, based in San Juan, PR, with 6 years of industry experience. Jose 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 195 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lyon Bern offers investment management through their Wealth & Asset Management service. The fee is a percentage of the value of your portfolio. The specific percentage is not listed in the brochure. They also offer a Held Away Account Management service for retirement accounts, charging 1% of the account balance per year.
Location
252 Ponce De Leon Avenue, Suite 1403, San Juan, PR, 00918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lyon Bern, LLC
State Registrations1 state
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