Mark Lyman is a registered investment advisor at Lymanwealth LLC, based in Stockton, UT, with 1 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 231 clients with $16M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
231 clients
Average Client Portfolio
$70K average
Assets Under Management
$16.2M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Stockton, UT
Get directionsHistory
Regulatory History
Clean regulatory record
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
Lymanwealth LLC
September 2024 - Present · 1 yr 8 mos
State Registrations2 states
CAUT
Advisor
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
No exam information available for this advisor.